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 | $159,728 | $96,635+65.3% | $86,612+84.4% | $139,434+14.6% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 10.71% | 106.41%-95.7pp | 591.07%-580.4pp | 372.94%-362.2pp |
| Employer contribution / active EE | $6,539 | $3,263+100.4% | $3,022+116.4% | $4,751+37.6% |
| Participant deferral / active EE | $5,023 | $4,836+3.9% | $4,438+13.2% | $6,710-25.1% |
| Admin fee / account holder | $850 | $6,408-86.7% | $5,614-84.9% | $11,403-92.5% |