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 | $128,767 | $63,861+101.6% | $104,607+23.1% | $79,858+61.2% |
| Participation rate | 95.1% | 64.9%+30.2pp | 74.1%+21.0pp | 69.6%+25.5pp |
| Annual return | 9.93% | 21.30%-11.4pp | 340.46%-330.5pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,334 | $1,588-16.0% | $2,681-50.3% | $2,471-46.0% |
| Participant deferral / active EE | $6,389 | $2,693+137.2% | $3,740+70.9% | $3,740+70.8% |
| Admin fee / account holder | $15,406 | $4,185+268.1% | $6,473+138.0% | $5,306+190.3% |