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 | $153,443 | $105,181+45.9% | $159,436-3.8% | $85,850+78.7% |
| Participation rate | 98.1% | 75.8%+22.4pp | 82.8%+15.3pp | 69.3%+28.8pp |
| Annual return | 11.20% | 45.07%-33.9pp | 263.57%-252.4pp | 318.53%-307.3pp |
| Employer contribution / active EE | $4,425 | $3,318+33.3% | $4,829-8.4% | $2,565+72.5% |
| Participant deferral / active EE | $8,496 | $5,945+42.9% | $7,352+15.6% | $3,952+115.0% |
| Admin fee / account holder | $6,451 | $6,933-7.0% | $10,799-40.3% | $6,260+3.1% |