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 | $114,748 | $91,538+25.4% | $129,995-11.7% | $75,163+52.7% |
| Participation rate | 80.8% | 71.4%+9.3pp | 78.5%+2.3pp | 67.2%+13.6pp |
| Annual return | 10.73% | -631.11%+641.8pp | -137.18%+147.9pp | 160.62%-149.9pp |
| Employer contribution / active EE | $1,630 | $2,845-42.7% | $4,320-62.3% | $2,670-39.0% |
| Participant deferral / active EE | $6,360 | $4,341+46.5% | $5,820+9.3% | $4,125+54.2% |
| Admin fee / account holder | $56,187 | $6,790+727.5% | $10,614+429.3% | $5,651+894.3% |