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 | $106,884 | $88,751+20.4% | $81,812+30.6% | $145,922-26.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 8.83% | 1025.40%-1016.6pp | 773.79%-765.0pp | 561.29%-552.5pp |
| Employer contribution / active EE | $3,384 | $3,083+9.7% | $2,912+16.2% | $4,660-27.4% |
| Participant deferral / active EE | $6,673 | $4,643+43.7% | $4,319+54.5% | $6,688-0.2% |
| Admin fee / account holder | $239,997 | $8,415+2751.9% | $7,386+3149.4% | $13,397+1691.4% |