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 | $95,366 | $52,353+82.2% | $120,225-20.7% | $82,448+15.7% |
| Participation rate | 94.1% | 58.3%+35.8pp | 69.6%+24.5pp | 68.1%+26.0pp |
| Annual return | 11.60% | 61.85%-50.2pp | 439.23%-427.6pp | 41.64%-30.0pp |
| Employer contribution / active EE | $4,156 | $1,510+175.2% | $3,475+19.6% | $2,551+62.9% |
| Participant deferral / active EE | $3,837 | $2,627+46.1% | $3,999-4.0% | $4,139-7.3% |
| Admin fee / account holder | $19,604 | $4,363+349.4% | $5,696+244.2% | $7,234+171.0% |