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 | $183,263 | $72,071+154.3% | $68,368+168.1% | $137,256+33.5% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 11.71% | 353.14%-341.4pp | 292.57%-280.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,765 | $2,788-36.7% | $2,649-33.4% | $4,156-57.5% |
| Participant deferral / active EE | $8,826 | $4,410+100.1% | $4,123+114.1% | $6,407+37.8% |
| Admin fee / account holder | $36,976 | $5,336+593.0% | $5,150+618.0% | $12,270+201.4% |