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 | $131,362 | $85,766+53.2% | $136,294-3.6% | $70,131+87.3% |
| Participation rate | 95.6% | 74.2%+21.4pp | 81.9%+13.6pp | 69.5%+26.0pp |
| Annual return | 10.87% | 31.45%-20.6pp | 5155.94%-5145.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $4,139 | $2,966+39.6% | $4,695-11.8% | $2,342+76.7% |
| Participant deferral / active EE | $7,427 | $5,051+47.0% | $6,247+18.9% | $3,332+122.9% |
| Admin fee / account holder | $2,100 | $5,420-61.2% | $9,243-77.3% | $4,645-54.8% |