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 4-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 | $113,496 | $102,317+10.9% | $146,958-22.8% | $80,856+40.4% |
| Participation rate | 76.5% | 75.8%+0.6pp | 82.2%-5.7pp | 67.6%+8.8pp |
| Annual return | 8.21% | 134.76%-126.5pp | 418.34%-410.1pp | 35.59%-27.4pp |
| Employer contribution / active EE | $2,301 | $3,713-38.0% | $4,933-53.3% | $2,755-16.5% |
| Participant deferral / active EE | $7,583 | $6,644+14.1% | $8,070-6.0% | $4,296+76.5% |
| Admin fee / account holder | $13,495 | $7,941+69.9% | $12,998+3.8% | $6,918+95.1% |