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 | $110,990 | $53,516+107.4% | $126,539-12.3% | $84,808+30.9% |
| Participation rate | 96.4% | 58.2%+38.2pp | 69.8%+26.6pp | 68.3%+28.1pp |
| Annual return | 12.47% | 58.34%-45.9pp | 425.95%-413.5pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,251 | $1,535+46.7% | $3,674-38.7% | $2,631-14.4% |
| Participant deferral / active EE | $4,741 | $2,671+77.5% | $4,083+16.1% | $4,212+12.6% |
| Admin fee / account holder | $13,619 | $4,497+202.9% | $6,065+124.6% | $7,344+85.5% |