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 | $113,143 | $65,561+72.6% | $86,188+31.3% | $75,163+50.5% |
| Participation rate | 95.9% | 60.5%+35.4pp | 69.0%+27.0pp | 67.2%+28.7pp |
| Annual return | 9.27% | 46.05%-36.8pp | 1168.45%-1159.2pp | 160.62%-151.3pp |
| Employer contribution / active EE | $11,184 | $1,553+620.3% | $2,380+369.9% | $2,670+318.9% |
| Participant deferral / active EE | $6,665 | $3,024+120.4% | $3,985+67.2% | $4,125+61.6% |
| Admin fee / account holder | $13,924 | $5,474+154.4% | $6,852+103.2% | $5,651+146.4% |