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 | $116,867 | $68,346+71.0% | $94,646+23.5% | $75,163+55.5% |
| Participation rate | 88.5% | 76.1%+12.4pp | 80.8%+7.6pp | 67.2%+21.3pp |
| Annual return | 14.74% | 616.93%-602.2pp | 156.71%-142.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $4,734 | $2,701+75.3% | $3,672+28.9% | $2,670+77.3% |
| Participant deferral / active EE | $4,397 | $6,537-32.7% | $7,418-40.7% | $4,125+6.6% |
| Admin fee / account holder | $2,302 | $5,326-56.8% | $7,231-68.2% | $5,651-59.3% |