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 | $126,325 | $64,839+94.8% | $95,585+32.2% | $84,808+49.0% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 12.35% | -670.96%+683.3pp | 38.56%-26.2pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,820 | $1,759+60.4% | $2,527+11.6% | $2,631+7.2% |
| Participant deferral / active EE | $4,912 | $2,965+65.7% | $4,023+22.1% | $4,212+16.6% |
| Admin fee / account holder | $9,575 | $5,964+60.5% | $6,127+56.3% | $7,344+30.4% |