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 | $105,703 | $57,281+84.5% | $86,612+22.0% | $75,163+40.6% |
| Participation rate | 85.5% | 63.2%+22.3pp | 71.7%+13.8pp | 67.2%+18.3pp |
| Annual return | 11.54% | 2670.75%-2659.2pp | 591.07%-579.5pp | 160.62%-149.1pp |
| Employer contribution / active EE | $3,132 | $2,314+35.3% | $3,022+3.6% | $2,670+17.3% |
| Participant deferral / active EE | $4,381 | $3,318+32.0% | $4,438-1.3% | $4,125+6.2% |
| Admin fee / account holder | $7,015 | $4,112+70.6% | $5,614+25.0% | $5,651+24.1% |