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 | $121,005 | $65,561+84.6% | $86,188+40.4% | $75,163+61.0% |
| Participation rate | 81.8% | 60.5%+21.3pp | 69.0%+12.9pp | 67.2%+14.6pp |
| Annual return | 10.53% | 46.05%-35.5pp | 1168.45%-1157.9pp | 160.62%-150.1pp |
| Employer contribution / active EE | $758 | $1,553-51.2% | $2,380-68.2% | $2,670-71.6% |
| Participant deferral / active EE | $2,813 | $3,024-7.0% | $3,985-29.4% | $4,125-31.8% |
| Admin fee / account holder | $4,304 | $5,474-21.4% | $6,852-37.2% | $5,651-23.8% |