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 | $152,758 | $65,409+133.5% | $98,442+55.2% | $85,850+77.9% |
| Participation rate | 89.5% | 65.0%+24.5pp | 73.3%+16.1pp | 69.3%+20.2pp |
| Annual return | 10.88% | 21.76%-10.9pp | 1492.73%-1481.8pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,993 | $2,168-8.0% | $2,960-32.6% | $2,565-22.3% |
| Participant deferral / active EE | $5,072 | $3,166+60.2% | $4,276+18.6% | $3,952+28.3% |
| Admin fee / account holder | $34,267 | $4,593+646.1% | $5,949+476.0% | $6,260+447.4% |