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 | $85,168 | $100,041-14.9% | $149,718-43.1% | $70,131+21.4% |
| Participation rate | 79.8% | 83.6%-3.8pp | 87.1%-7.3pp | 69.5%+10.2pp |
| Annual return | 10.82% | 27.43%-16.6pp | 1501.63%-1490.8pp | 73.14%-62.3pp |
| Employer contribution / active EE | $1,608 | $3,662-56.1% | $5,445-70.5% | $2,342-31.4% |
| Participant deferral / active EE | $4,893 | $4,983-1.8% | $6,569-25.5% | $3,332+46.9% |
| Admin fee / account holder | $3,994 | $8,286-51.8% | $11,283-64.6% | $4,645-14.0% |