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 | $224,959 | $165,984+35.5% | $164,813+36.5% | $145,922+54.2% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+8.0pp |
| Annual return | 4.60% | 100.03%-95.4pp | 69.93%-65.3pp | 561.29%-556.7pp |
| Employer contribution / active EE | $9,931 | $5,273+88.3% | $4,341+128.8% | $4,660+113.1% |
| Participant deferral / active EE | $7,693 | $6,959+10.5% | $6,031+27.5% | $6,688+15.0% |
| Admin fee / account holder | $2,692 | $16,648-83.8% | $12,690-78.8% | $13,397-79.9% |