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 | $119,859 | $57,281+109.2% | $86,612+38.4% | $75,163+59.5% |
| Participation rate | 94.7% | 63.2%+31.5pp | 71.7%+23.0pp | 67.2%+27.5pp |
| Annual return | 6.53% | 2670.75%-2664.2pp | 591.07%-584.5pp | 160.62%-154.1pp |
| Employer contribution / active EE | $10,505 | $2,314+353.9% | $3,022+247.6% | $2,670+293.5% |
| Participant deferral / active EE | $7,281 | $3,318+119.4% | $4,438+64.1% | $4,125+76.5% |
| Admin fee / account holder | $10,592 | $4,112+157.6% | $5,614+88.7% | $5,651+87.4% |