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 | $128,407 | $102,317+25.5% | $146,958-12.6% | $80,856+58.8% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.2%+11.6pp | 67.6%+26.1pp |
| Annual return | 11.62% | 134.76%-123.1pp | 418.34%-406.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $4,819 | $3,713+29.8% | $4,933-2.3% | $2,755+74.9% |
| Participant deferral / active EE | $11,305 | $6,644+70.2% | $8,070+40.1% | $4,296+163.2% |
| Admin fee / account holder | $958 | $7,941-87.9% | $12,998-92.6% | $6,918-86.2% |