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 | $48,230+33.4% | $67,502-4.7% | $80,856-20.4% |
| Participation rate | 88.0% | 66.4%+21.6pp | 72.9%+15.1pp | 67.6%+20.4pp |
| Annual return | 4.18% | 18.28%-14.1pp | 3512.12%-3507.9pp | 35.59%-31.4pp |
| Employer contribution / active EE | $3,436 | $2,020+70.1% | $2,731+25.8% | $2,755+24.7% |
| Participant deferral / active EE | $1,673 | $2,924-42.8% | $4,000-58.2% | $4,296-61.1% |
| Admin fee / account holder | $50,498 | $3,681+1271.8% | $3,998+1163.2% | $6,918+630.0% |