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 | $92,806 | $74,888+23.9% | $71,209+30.3% | $142,382-34.8% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 9.53% | 345.14%-335.6pp | 282.51%-273.0pp | 217.08%-207.5pp |
| Employer contribution / active EE | $2,412 | $2,854-15.5% | $2,721-11.4% | $4,299-43.9% |
| Participant deferral / active EE | $6,022 | $4,454+35.2% | $4,175+44.2% | $6,507-7.5% |
| Admin fee / account holder | $72,183 | $5,568+1196.3% | $5,349+1249.5% | $12,624+471.8% |