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 | $104,488 | $74,888+39.5% | $71,209+46.7% | $142,382-26.6% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.1%+14.9pp |
| Annual return | 12.45% | 345.14%-332.7pp | 282.51%-270.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,812 | $2,854-1.5% | $2,721+3.3% | $4,299-34.6% |
| Participant deferral / active EE | $5,156 | $4,454+15.7% | $4,175+23.5% | $6,507-20.8% |
| Admin fee / account holder | $131,148 | $5,568+2255.2% | $5,349+2351.9% | $12,624+938.9% |