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 | $159,974 | $72,071+122.0% | $68,368+134.0% | $137,256+16.6% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.0%+9.5pp |
| Annual return | 12.36% | 353.14%-340.8pp | 292.57%-280.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $3,296 | $2,788+18.2% | $2,649+24.4% | $4,156-20.7% |
| Participant deferral / active EE | $11,024 | $4,410+150.0% | $4,123+167.4% | $6,407+72.1% |
| Admin fee / account holder | $32,560 | $5,336+510.3% | $5,150+532.3% | $12,270+165.4% |