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 | $111,681 | $102,317+9.2% | $146,958-24.0% | $80,856+38.1% |
| Participation rate | 77.8% | 75.8%+1.9pp | 82.2%-4.4pp | 67.6%+10.1pp |
| Annual return | 11.07% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $6,183 | $3,713+66.5% | $4,933+25.3% | $2,755+124.4% |
| Participant deferral / active EE | $3,896 | $6,644-41.4% | $8,070-51.7% | $4,296-9.3% |
| Admin fee / account holder | $2,574 | $7,941-67.6% | $12,998-80.2% | $6,918-62.8% |