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 | $79,995 | $56,114+42.6% | $96,139-16.8% | $85,850-6.8% |
| Participation rate | 76.9% | 56.7%+20.2pp | 68.4%+8.5pp | 69.3%+7.6pp |
| Annual return | 11.46% | 42.30%-30.8pp | 191.94%-180.5pp | 318.53%-307.1pp |
| Employer contribution / active EE | $2,719 | $1,620+67.9% | $2,797-2.8% | $2,565+6.0% |
| Participant deferral / active EE | $6,431 | $2,859+124.9% | $4,349+47.9% | $3,952+62.7% |
| Admin fee / account holder | $5,636 | $3,768+49.6% | $5,537+1.8% | $6,260-10.0% |