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 | $107,627 | $65,409+64.5% | $98,442+9.3% | $85,850+25.4% |
| Participation rate | 95.5% | 65.0%+30.5pp | 73.3%+22.2pp | 69.3%+26.2pp |
| Annual return | 8.83% | 21.76%-12.9pp | 1492.73%-1483.9pp | 318.53%-309.7pp |
| Employer contribution / active EE | $3,312 | $2,168+52.8% | $2,960+11.9% | $2,565+29.1% |
| Participant deferral / active EE | $5,659 | $3,166+78.7% | $4,276+32.3% | $3,952+43.2% |
| Admin fee / account holder | $507 | $4,593-89.0% | $5,949-91.5% | $6,260-91.9% |