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 | $144,220 | $64,839+122.4% | $95,585+50.9% | $84,808+70.1% |
| Participation rate | 76.7% | 63.8%+12.8pp | 72.1%+4.6pp | 68.3%+8.4pp |
| Annual return | 11.15% | -670.96%+682.1pp | 38.56%-27.4pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,009 | $1,759-42.7% | $2,527-60.1% | $2,631-61.7% |
| Participant deferral / active EE | $8,090 | $2,965+172.9% | $4,023+101.1% | $4,212+92.1% |
| Admin fee / account holder | $26,282 | $5,964+340.7% | $6,127+328.9% | $7,344+257.9% |