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 | $142,752 | $100,041+42.7% | $149,718-4.7% | $70,131+103.6% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.1%+9.8pp | 69.5%+27.3pp |
| Annual return | 10.61% | 27.43%-16.8pp | 1501.63%-1491.0pp | 73.14%-62.5pp |
| Employer contribution / active EE | $5,119 | $3,662+39.8% | $5,445-6.0% | $2,342+118.5% |
| Participant deferral / active EE | $4,732 | $4,983-5.0% | $6,569-28.0% | $3,332+42.0% |
| Admin fee / account holder | $3,065 | $8,286-63.0% | $11,283-72.8% | $4,645-34.0% |