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 | $100,313 | $64,839+54.7% | $95,585+4.9% | $84,808+18.3% |
| Participation rate | 77.8% | 63.8%+14.0pp | 72.1%+5.7pp | 68.3%+9.5pp |
| Annual return | 11.36% | -670.96%+682.3pp | 38.56%-27.2pp | 40.90%-29.5pp |
| Employer contribution / active EE | $3,202 | $1,759+82.1% | $2,527+26.7% | $2,631+21.7% |
| Participant deferral / active EE | $993 | $2,965-66.5% | $4,023-75.3% | $4,212-76.4% |
| Admin fee / account holder | $19,404 | $5,964+225.3% | $6,127+216.7% | $7,344+164.2% |