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 | $97,529 | $65,561+48.8% | $86,188+13.2% | $75,163+29.8% |
| Participation rate | 95.0% | 60.5%+34.5pp | 69.0%+26.0pp | 67.2%+27.8pp |
| Annual return | 12.20% | 46.05%-33.9pp | 1168.45%-1156.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $3,408 | $1,553+119.5% | $2,380+43.2% | $2,670+27.7% |
| Participant deferral / active EE | $7,589 | $3,024+151.0% | $3,985+90.4% | $4,125+84.0% |
| Admin fee / account holder | $25,842 | $5,474+372.1% | $6,852+277.2% | $5,651+357.3% |