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 | $136,186 | $57,281+137.8% | $86,612+57.2% | $75,163+81.2% |
| Participation rate | 91.7% | 63.2%+28.5pp | 71.7%+20.0pp | 67.2%+24.5pp |
| Annual return | 13.23% | 2670.75%-2657.5pp | 591.07%-577.8pp | 160.62%-147.4pp |
| Employer contribution / active EE | $3,663 | $2,314+58.3% | $3,022+21.2% | $2,670+37.2% |
| Participant deferral / active EE | $10,345 | $3,318+211.8% | $4,438+133.1% | $4,125+150.8% |
| Admin fee / account holder | $9,307 | $4,112+126.4% | $5,614+65.8% | $5,651+64.7% |