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 | $127,840 | $89,355+43.1% | $141,162-9.4% | $72,985+75.2% |
| Participation rate | 93.8% | 75.1%+18.6pp | 82.5%+11.3pp | 69.5%+24.3pp |
| Annual return | 12.63% | 111.85%-99.2pp | 71.39%-58.8pp | 81.00%-68.4pp |
| Employer contribution / active EE | $2,529 | $3,114-18.8% | $4,735-46.6% | $2,440+3.7% |
| Participant deferral / active EE | $5,078 | $5,418-6.3% | $6,709-24.3% | $3,607+40.8% |
| Admin fee / account holder | $1,297 | $5,958-78.2% | $10,261-87.4% | $5,124-74.7% |