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 | $152,493 | $150,187+1.5% | $120,354+26.7% | $145,922+4.5% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 8.52% | 154.07%-145.5pp | 107.15%-98.6pp | 561.29%-552.8pp |
| Employer contribution / active EE | $940 | $4,348-78.4% | $3,463-72.9% | $4,660-79.8% |
| Participant deferral / active EE | $7,313 | $6,173+18.5% | $4,991+46.5% | $6,688+9.3% |
| Admin fee / account holder | $4,004 | $12,207-67.2% | $9,423-57.5% | $13,397-70.1% |