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 | $74,888+113.6% | $71,209+124.7% | $142,382+12.4% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.1%+9.4pp |
| Annual return | 12.36% | 345.14%-332.8pp | 282.51%-270.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $3,296 | $2,854+15.5% | $2,721+21.1% | $4,299-23.3% |
| Participant deferral / active EE | $11,024 | $4,454+147.5% | $4,175+164.0% | $6,507+69.4% |
| Admin fee / account holder | $32,560 | $5,568+484.7% | $5,349+508.7% | $12,624+157.9% |