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 | $120,131 | $85,202+41.0% | $172,739-30.5% | $72,985+64.6% |
| Participation rate | 76.8% | 70.1%+6.8pp | 82.6%-5.8pp | 69.5%+7.4pp |
| Annual return | 8.16% | 27.32%-19.2pp | 802.84%-794.7pp | 81.00%-72.8pp |
| Employer contribution / active EE | $6,246 | $3,324+87.9% | $5,143+21.5% | $2,440+156.0% |
| Participant deferral / active EE | $2,259 | $3,260-30.7% | $5,198-56.5% | $3,607-37.4% |
| Admin fee / account holder | $37,966 | $5,884+545.3% | $13,954+172.1% | $5,124+640.9% |