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 | $113,876 | $63,346+79.8% | $92,233+23.5% | $70,131+62.4% |
| Participation rate | 71.4% | 68.7%+2.8pp | 76.5%-5.1pp | 69.5%+1.9pp |
| Annual return | 9.37% | 530.12%-520.7pp | 176.28%-166.9pp | 73.14%-63.8pp |
| Employer contribution / active EE | $2,228 | $2,471-9.9% | $3,679-39.5% | $2,342-4.9% |
| Participant deferral / active EE | $5,784 | $2,854+102.7% | $3,897+48.4% | $3,332+73.6% |
| Admin fee / account holder | $367 | $3,840-90.4% | $5,194-92.9% | $4,645-92.1% |