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 | $59,484 | $57,281+3.8% | $86,612-31.3% | $75,163-20.9% |
| Participation rate | 85.7% | 63.2%+22.5pp | 71.7%+14.0pp | 67.2%+18.5pp |
| Annual return | 11.81% | 2670.75%-2658.9pp | 591.07%-579.3pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,361 | $2,314-41.2% | $3,022-55.0% | $2,670-49.0% |
| Participant deferral / active EE | $2,008 | $3,318-39.5% | $4,438-54.7% | $4,125-51.3% |
| Admin fee / account holder | $5,192 | $4,112+26.3% | $5,614-7.5% | $5,651-8.1% |