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 | $144,052 | $88,751+62.3% | $81,812+76.1% | $145,922-1.3% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 6.51% | 1025.40%-1018.9pp | 773.79%-767.3pp | 561.29%-554.8pp |
| Employer contribution / active EE | $4,712 | $3,083+52.8% | $2,912+61.8% | $4,660+1.1% |
| Participant deferral / active EE | $4,736 | $4,643+2.0% | $4,319+9.7% | $6,688-29.2% |
| Admin fee / account holder | $3,346 | $8,415-60.2% | $7,386-54.7% | $13,397-75.0% |