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 | $129,311 | $102,317+26.4% | $146,958-12.0% | $80,856+59.9% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.2%-10.7pp | 67.6%+3.8pp |
| Annual return | 11.55% | 134.76%-123.2pp | 418.34%-406.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $3,820 | $3,713+2.9% | $4,933-22.6% | $2,755+38.7% |
| Participant deferral / active EE | $10,399 | $6,644+56.5% | $8,070+28.9% | $4,296+142.1% |
| Admin fee / account holder | $41,011 | $7,941+416.4% | $12,998+215.5% | $6,918+492.8% |