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 | $103,047 | $63,346+62.7% | $92,233+11.7% | $70,131+46.9% |
| Participation rate | 92.3% | 68.7%+23.6pp | 76.5%+15.8pp | 69.5%+22.8pp |
| Annual return | 11.04% | 530.12%-519.1pp | 176.28%-165.2pp | 73.14%-62.1pp |
| Employer contribution / active EE | $1,793 | $2,471-27.4% | $3,679-51.3% | $2,342-23.4% |
| Participant deferral / active EE | $3,022 | $2,854+5.9% | $3,897-22.5% | $3,332-9.3% |
| Admin fee / account holder | $1,226 | $3,840-68.1% | $5,194-76.4% | $4,645-73.6% |