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 | $124,380 | $102,317+21.6% | $146,958-15.4% | $80,856+53.8% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.2%-1.7pp | 67.6%+12.8pp |
| Annual return | 11.41% | 134.76%-123.4pp | 418.34%-406.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $5,150 | $3,713+38.7% | $4,933+4.4% | $2,755+86.9% |
| Participant deferral / active EE | $6,791 | $6,644+2.2% | $8,070-15.8% | $4,296+58.1% |
| Admin fee / account holder | $1,955 | $7,941-75.4% | $12,998-85.0% | $6,918-71.7% |