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 | $120,993 | $68,346+77.0% | $94,646+27.8% | $75,163+61.0% |
| Participation rate | 93.4% | 76.1%+17.3pp | 80.8%+12.6pp | 67.2%+26.3pp |
| Annual return | 12.92% | 616.93%-604.0pp | 156.71%-143.8pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,023 | $2,701-62.1% | $3,672-72.1% | $2,670-61.7% |
| Participant deferral / active EE | $7,731 | $6,537+18.3% | $7,418+4.2% | $4,125+87.4% |
| Admin fee / account holder | $10,706 | $5,326+101.0% | $7,231+48.1% | $5,651+89.5% |