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 | $94,529 | $60,124+57.2% | $90,404+4.6% | $79,858+18.4% |
| Participation rate | 78.2% | 65.0%+13.2pp | 72.7%+5.5pp | 69.6%+8.5pp |
| Annual return | 4.42% | 71.94%-67.5pp | 1293.02%-1288.6pp | 31.71%-27.3pp |
| Employer contribution / active EE | $2,713 | $2,068+31.2% | $3,262-16.8% | $2,471+9.8% |
| Participant deferral / active EE | $3,339 | $2,938+13.7% | $3,963-15.7% | $3,740-10.7% |
| Admin fee / account holder | $5,202 | $3,976+30.8% | $5,611-7.3% | $5,306-2.0% |