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 | $83,696 | $68,346+22.5% | $94,646-11.6% | $75,163+11.4% |
| Participation rate | 83.3% | 76.1%+7.2pp | 80.8%+2.5pp | 67.2%+16.1pp |
| Annual return | 13.60% | 616.93%-603.3pp | 156.71%-143.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,071 | $2,701-23.3% | $3,672-43.6% | $2,670-22.4% |
| Participant deferral / active EE | $5,943 | $6,537-9.1% | $7,418-19.9% | $4,125+44.1% |
| Admin fee / account holder | $8,847 | $5,326+66.1% | $7,231+22.4% | $5,651+56.6% |