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 | $104,948 | $57,281+83.2% | $86,612+21.2% | $75,163+39.6% |
| Participation rate | 76.6% | 63.2%+13.4pp | 71.7%+4.9pp | 67.2%+9.4pp |
| Annual return | 12.93% | 2670.75%-2657.8pp | 591.07%-578.1pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,102 | $2,314-9.2% | $3,022-30.4% | $2,670-21.3% |
| Participant deferral / active EE | $3,286 | $3,318-0.9% | $4,438-25.9% | $4,125-20.3% |
| Admin fee / account holder | $12,583 | $4,112+206.0% | $5,614+124.1% | $5,651+122.7% |