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 | $114,980 | $102,317+12.4% | $146,958-21.8% | $80,856+42.2% |
| Participation rate | 96.8% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 8.55% | 134.76%-126.2pp | 418.34%-409.8pp | 35.59%-27.0pp |
| Employer contribution / active EE | $2,092 | $3,713-43.7% | $4,933-57.6% | $2,755-24.1% |
| Participant deferral / active EE | $6,524 | $6,644-1.8% | $8,070-19.2% | $4,296+51.9% |
| Admin fee / account holder | $12,334 | $7,941+55.3% | $12,998-5.1% | $6,918+78.3% |