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 | $109,717 | $64,839+69.2% | $95,585+14.8% | $84,808+29.4% |
| Participation rate | 88.1% | 63.8%+24.3pp | 72.1%+16.1pp | 68.3%+19.8pp |
| Annual return | 9.36% | -670.96%+680.3pp | 38.56%-29.2pp | 40.90%-31.5pp |
| Employer contribution / active EE | $2,278 | $1,759+29.5% | $2,527-9.8% | $2,631-13.4% |
| Participant deferral / active EE | $4,701 | $2,965+58.6% | $4,023+16.9% | $4,212+11.6% |
| Admin fee / account holder | $54,029 | $5,964+805.9% | $6,127+781.8% | $7,344+635.7% |