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 | $119,907 | $96,635+24.1% | $86,612+38.4% | $139,434-14.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 7.94% | 106.41%-98.5pp | 591.07%-583.1pp | 372.94%-365.0pp |
| Employer contribution / active EE | $3,685 | $3,263+12.9% | $3,022+21.9% | $4,751-22.4% |
| Participant deferral / active EE | $6,050 | $4,836+25.1% | $4,438+36.3% | $6,710-9.8% |
| Admin fee / account holder | $59,385 | $6,408+826.8% | $5,614+957.8% | $11,403+420.8% |