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 | $109,702 | $88,751+23.6% | $81,812+34.1% | $145,922-24.8% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.3%+14.3pp | 80.3%+6.4pp |
| Annual return | 5.76% | 1025.40%-1019.6pp | 773.79%-768.0pp | 561.29%-555.5pp |
| Employer contribution / active EE | $2,563 | $3,083-16.9% | $2,912-12.0% | $4,660-45.0% |
| Participant deferral / active EE | $7,359 | $4,643+58.5% | $4,319+70.4% | $6,688+10.0% |
| Admin fee / account holder | $23,088 | $8,415+174.4% | $7,386+212.6% | $13,397+72.3% |