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 8-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 | $64,329 | $48,277+33.3% | $67,511-4.7% | $80,874-20.5% |
| Participation rate | 88.0% | 66.4%+21.6pp | 72.9%+15.1pp | 67.6%+20.4pp |
| Annual return | 4.18% | 18.27%-14.1pp | 3517.41%-3513.2pp | 35.62%-31.4pp |
| Employer contribution / active EE | $3,436 | $2,021+70.0% | $2,733+25.7% | $2,756+24.7% |
| Participant deferral / active EE | $1,673 | $2,926-42.8% | $4,000-58.2% | $4,297-61.1% |
| Admin fee / account holder | $50,498 | $3,687+1269.5% | $3,999+1162.8% | $6,935+628.1% |