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 | $107,741 | $60,124+79.2% | $90,404+19.2% | $79,858+34.9% |
| Participation rate | 84.2% | 65.0%+19.2pp | 72.7%+11.5pp | 69.6%+14.6pp |
| Annual return | 9.37% | 71.94%-62.6pp | 1293.02%-1283.7pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,261 | $2,068-39.0% | $3,262-61.3% | $2,471-49.0% |
| Participant deferral / active EE | $8,824 | $2,938+200.3% | $3,963+122.6% | $3,740+135.9% |
| Admin fee / account holder | $5,726 | $3,976+44.0% | $5,611+2.1% | $5,306+7.9% |