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 | $149,571 | $64,839+130.7% | $95,585+56.5% | $84,808+76.4% |
| Participation rate | 83.7% | 63.8%+19.9pp | 72.1%+11.6pp | 68.3%+15.4pp |
| Annual return | 12.39% | -670.96%+683.4pp | 38.56%-26.2pp | 40.90%-28.5pp |
| Employer contribution / active EE | $5,591 | $1,759+217.9% | $2,527+121.3% | $2,631+112.5% |
| Participant deferral / active EE | $3,357 | $2,965+13.2% | $4,023-16.6% | $4,212-20.3% |
| Admin fee / account holder | $7,989 | $5,964+33.9% | $6,127+30.4% | $7,344+8.8% |