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 | $113,013 | $89,355+26.5% | $141,162-19.9% | $72,985+54.8% |
| Participation rate | 83.1% | 75.1%+7.9pp | 82.5%+0.6pp | 69.5%+13.6pp |
| Annual return | 10.04% | 111.85%-101.8pp | 71.39%-61.4pp | 81.00%-71.0pp |
| Employer contribution / active EE | $6,957 | $3,114+123.4% | $4,735+46.9% | $2,440+185.1% |
| Participant deferral / active EE | $7,095 | $5,418+31.0% | $6,709+5.8% | $3,607+96.7% |
| Admin fee / account holder | $22,273 | $5,958+273.8% | $10,261+117.1% | $5,124+334.7% |