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 | $120,536 | $64,839+85.9% | $95,585+26.1% | $84,808+42.1% |
| Participation rate | 72.0% | 63.8%+8.2pp | 72.1%-0.1pp | 68.3%+3.7pp |
| Annual return | 12.84% | -670.96%+683.8pp | 38.56%-25.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,736 | $1,759+55.6% | $2,527+8.3% | $2,631+4.0% |
| Participant deferral / active EE | $5,656 | $2,965+90.8% | $4,023+40.6% | $4,212+34.3% |
| Admin fee / account holder | $80,240 | $5,964+1245.3% | $6,127+1209.5% | $7,344+992.6% |