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 | $131,481 | $65,561+100.5% | $86,188+52.6% | $75,163+74.9% |
| Participation rate | 86.0% | 60.5%+25.5pp | 69.0%+17.0pp | 67.2%+18.8pp |
| Annual return | 0.04% | 46.05%-46.0pp | 1168.45%-1168.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,044 | $1,553-32.7% | $2,380-56.1% | $2,670-60.9% |
| Participant deferral / active EE | $6,692 | $3,024+121.3% | $3,985+67.9% | $4,125+62.2% |
| Admin fee / account holder | $2,680 | $5,474-51.0% | $6,852-60.9% | $5,651-52.6% |