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 | $97,026 | $83,902+15.6% | $167,512-42.1% | $84,808+14.4% |
| Participation rate | 83.3% | 66.5%+16.9pp | 77.1%+6.3pp | 68.3%+15.0pp |
| Annual return | 12.10% | 91.55%-79.4pp | 1615.79%-1603.7pp | 40.90%-28.8pp |
| Employer contribution / active EE | $4,383 | $2,264+93.6% | $3,882+12.9% | $2,631+66.6% |
| Participant deferral / active EE | $5,326 | $4,442+19.9% | $6,405-16.8% | $4,212+26.5% |
| Admin fee / account holder | $17,015 | $7,915+115.0% | $9,769+74.2% | $7,344+131.7% |