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 | $121,993 | $102,966+18.5% | $90,281+35.1% | $152,861-20.2% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 7.20% | 95.16%-88.0pp | 78.10%-70.9pp | 345.32%-338.1pp |
| Employer contribution / active EE | $1,418 | $3,139-54.8% | $2,854-50.3% | $4,762-70.2% |
| Participant deferral / active EE | $6,197 | $4,281+44.7% | $3,885+59.5% | $5,850+5.9% |
| Admin fee / account holder | $8,817 | $6,171+42.9% | $5,351+64.8% | $11,596-24.0% |