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 | $232,123 | $148,534+56.3% | $135,903+70.8% | $139,434+66.5% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 11.76% | 79.19%-67.4pp | 68.23%-56.5pp | 372.94%-361.2pp |
| Employer contribution / active EE | $4,159 | $5,243-20.7% | $4,856-14.4% | $4,751-12.5% |
| Participant deferral / active EE | $14,605 | $8,100+80.3% | $7,758+88.3% | $6,710+117.7% |
| Admin fee / account holder | $5,744 | $12,400-53.7% | $10,762-46.6% | $11,403-49.6% |