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 | $136,174 | $100,041+36.1% | $149,718-9.0% | $70,131+94.2% |
| Participation rate | 81.4% | 83.6%-2.2pp | 87.1%-5.7pp | 69.5%+11.8pp |
| Annual return | 11.46% | 27.43%-16.0pp | 1501.63%-1490.2pp | 73.14%-61.7pp |
| Employer contribution / active EE | $1,271 | $3,662-65.3% | $5,445-76.7% | $2,342-45.7% |
| Participant deferral / active EE | $6,361 | $4,983+27.7% | $6,569-3.2% | $3,332+90.9% |
| Admin fee / account holder | $10,211 | $8,286+23.2% | $11,283-9.5% | $4,645+119.8% |