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 | $106,911 | $77,899+37.2% | $149,673-28.6% | $75,163+42.2% |
| Participation rate | 74.5% | 65.6%+8.9pp | 78.8%-4.3pp | 67.2%+7.3pp |
| Annual return | 11.48% | 31.72%-20.2pp | 134.42%-122.9pp | 160.62%-149.1pp |
| Employer contribution / active EE | $1,240 | $3,137-60.5% | $4,818-74.3% | $2,670-53.6% |
| Participant deferral / active EE | $6,368 | $3,411+86.7% | $5,680+12.1% | $4,125+54.4% |
| Admin fee / account holder | $32,482 | $5,956+445.3% | $13,210+145.9% | $5,651+474.8% |