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 | $91,775 | $65,561+40.0% | $86,188+6.5% | $75,163+22.1% |
| Participation rate | 88.5% | 60.5%+28.0pp | 69.0%+19.5pp | 67.2%+21.3pp |
| Annual return | 10.50% | 46.05%-35.6pp | 1168.45%-1157.9pp | 160.62%-150.1pp |
| Employer contribution / active EE | $2,476 | $1,553+59.5% | $2,380+4.0% | $2,670-7.3% |
| Participant deferral / active EE | $7,056 | $3,024+133.3% | $3,985+77.0% | $4,125+71.0% |
| Admin fee / account holder | $1,383 | $5,474-74.7% | $6,852-79.8% | $5,651-75.5% |