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 | $100,578 | $65,561+53.4% | $86,188+16.7% | $75,163+33.8% |
| Participation rate | 81.5% | 60.5%+21.1pp | 69.0%+12.6pp | 67.2%+14.3pp |
| Annual return | 10.30% | 46.05%-35.8pp | 1168.45%-1158.1pp | 160.62%-150.3pp |
| Employer contribution / active EE | $2,817 | $1,553+81.4% | $2,380+18.4% | $2,670+5.5% |
| Participant deferral / active EE | $5,399 | $3,024+78.6% | $3,985+35.5% | $4,125+30.9% |
| Admin fee / account holder | $11,260 | $5,474+105.7% | $6,852+64.3% | $5,651+99.3% |