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 | $116,365 | $65,409+77.9% | $98,442+18.2% | $85,850+35.5% |
| Participation rate | 81.5% | 65.0%+16.5pp | 73.3%+8.1pp | 69.3%+12.2pp |
| Annual return | 10.48% | 21.76%-11.3pp | 1492.73%-1482.2pp | 318.53%-308.0pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,465 | $3,166-53.7% | $4,276-65.7% | $3,952-62.9% |
| Admin fee / account holder | $3,417 | $4,593-25.6% | $5,949-42.6% | $6,260-45.4% |