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 | $125,116 | $96,635+29.5% | $86,612+44.5% | $139,434-10.3% |
| Participation rate | 78.6% | 74.4%+4.2pp | 71.7%+6.9pp | 80.3%-1.7pp |
| Annual return | 8.81% | 106.41%-97.6pp | 591.07%-582.3pp | 372.94%-364.1pp |
| Employer contribution / active EE | $2,227 | $3,263-31.8% | $3,022-26.3% | $4,751-53.1% |
| Participant deferral / active EE | $3,012 | $4,836-37.7% | $4,438-32.1% | $6,710-55.1% |
| Admin fee / account holder | $2,376 | $6,408-62.9% | $5,614-57.7% | $11,403-79.2% |