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 | $149,626 | $105,181+42.3% | $159,436-6.2% | $85,850+74.3% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.8%-1.4pp | 69.3%+12.1pp |
| Annual return | 11.74% | 45.07%-33.3pp | 263.57%-251.8pp | 318.53%-306.8pp |
| Employer contribution / active EE | $2,290 | $3,318-31.0% | $4,829-52.6% | $2,565-10.7% |
| Participant deferral / active EE | $9,920 | $5,945+66.9% | $7,352+34.9% | $3,952+151.0% |
| Admin fee / account holder | $11,769 | $6,933+69.7% | $10,799+9.0% | $6,260+88.0% |