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 | $92,161 | $79,171+16.4% | $102,423-10.0% | $74,495+23.7% |
| Participation rate | 95.7% | 74.8%+20.9pp | 76.5%+19.2pp | 67.2%+28.5pp |
| Annual return | 11.06% | 54.93%-43.9pp | 29.32%-18.3pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $2,380 | $2,362+0.7% | $3,023-21.3% | $2,623-9.3% |
| Participant deferral / active EE | $6,684 | $4,415+51.4% | $5,053+32.3% | $4,346+53.8% |
| Admin fee / account holder | $2,762 | $2,001+38.0% | $9,451-70.8% | $1,942+42.2% |