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 | $123,381 | $64,839+90.3% | $95,585+29.1% | $84,808+45.5% |
| Participation rate | 86.1% | 63.8%+22.3pp | 72.1%+14.0pp | 68.3%+17.8pp |
| Annual return | 13.11% | -670.96%+684.1pp | 38.56%-25.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,147 | $1,759+22.1% | $2,527-15.0% | $2,631-18.4% |
| Participant deferral / active EE | $4,378 | $2,965+47.7% | $4,023+8.8% | $4,212+4.0% |
| Admin fee / account holder | $21,598 | $5,964+262.1% | $6,127+252.5% | $7,344+194.1% |