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 | $123,177 | $96,128+28.1% | $136,007-9.4% | $80,856+52.3% |
| Participation rate | 81.1% | 71.2%+9.8pp | 76.5%+4.6pp | 67.6%+13.4pp |
| Annual return | 8.28% | 28.71%-20.4pp | 579.32%-571.0pp | 35.59%-27.3pp |
| Employer contribution / active EE | $2,975 | $3,351-11.2% | $4,217-29.4% | $2,755+8.0% |
| Participant deferral / active EE | $6,874 | $5,709+20.4% | $7,025-2.2% | $4,296+60.0% |
| Admin fee / account holder | $55,633 | $8,236+575.5% | $6,858+711.2% | $6,918+704.2% |