See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,131 | $60,124+51.6% | $90,404+0.8% | $79,858+14.1% |
| Participation rate | 83.0% | 65.0%+18.0pp | 72.7%+10.3pp | 69.6%+13.3pp |
| Annual return | 4.12% | 71.94%-67.8pp | 1293.02%-1288.9pp | 31.71%-27.6pp |
| Employer contribution / active EE | $786 | $2,068-62.0% | $3,262-75.9% | $2,471-68.2% |
| Participant deferral / active EE | $2,800 | $2,938-4.7% | $3,963-29.3% | $3,740-25.1% |
| Admin fee / account holder | $3,931 | $3,976-1.1% | $5,611-29.9% | $5,306-25.9% |