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 | $127,723 | $61,774+106.8% | $97,226+31.4% | $80,856+58.0% |
| Participation rate | 77.3% | 63.5%+13.8pp | 72.7%+4.6pp | 67.6%+9.7pp |
| Annual return | 9.96% | -557.90%+567.9pp | 75.13%-65.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,550 | $1,837+38.8% | $2,729-6.6% | $2,755-7.4% |
| Participant deferral / active EE | $7,264 | $3,029+139.8% | $4,264+70.4% | $4,296+69.1% |
| Admin fee / account holder | $14,854 | $5,166+187.5% | $5,654+162.7% | $6,918+114.7% |