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 | $132,009 | $102,317+29.0% | $146,958-10.2% | $80,856+63.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 9.18% | 134.76%-125.6pp | 418.34%-409.2pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,589 | $3,713-57.2% | $4,933-67.8% | $2,755-42.3% |
| Participant deferral / active EE | $9,461 | $6,644+42.4% | $8,070+17.2% | $4,296+120.2% |
| Admin fee / account holder | $51,198 | $7,941+544.7% | $12,998+293.9% | $6,918+640.1% |