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 | $82,056 | $65,561+25.2% | $86,188-4.8% | $75,163+9.2% |
| Participation rate | 88.7% | 60.5%+28.2pp | 69.0%+19.7pp | 67.2%+21.5pp |
| Annual return | 8.65% | 46.05%-37.4pp | 1168.45%-1159.8pp | 160.62%-152.0pp |
| Employer contribution / active EE | $2,561 | $1,553+65.0% | $2,380+7.6% | $2,670-4.1% |
| Participant deferral / active EE | $5,614 | $3,024+85.7% | $3,985+40.9% | $4,125+36.1% |
| Admin fee / account holder | $6,854 | $5,474+25.2% | $6,8520% | $5,651+21.3% |