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 | $85,761 | $175,202-51.1% | $149,673-42.7% | $139,434-38.5% |
| Participation rate | 84.2% | 83.4%+0.8pp | 78.8%+5.4pp | 80.3%+3.9pp |
| Annual return | 10.08% | 166.71%-156.6pp | 134.42%-124.3pp | 372.94%-362.9pp |
| Employer contribution / active EE | $6,704 | $5,474+22.5% | $4,818+39.1% | $4,751+41.1% |
| Participant deferral / active EE | $6,827 | $6,519+4.7% | $5,680+20.2% | $6,710+1.7% |
| Admin fee / account holder | $105,481 | $16,150+553.1% | $13,210+698.5% | $11,403+825.1% |