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 | $194,742 | $100,041+94.7% | $149,718+30.1% | $70,131+177.7% |
| Participation rate | 77.4% | 83.6%-6.2pp | 87.1%-9.6pp | 69.5%+7.9pp |
| Annual return | 9.66% | 27.43%-17.8pp | 1501.63%-1492.0pp | 73.14%-63.5pp |
| Employer contribution / active EE | $4,804 | $3,662+31.2% | $5,445-11.8% | $2,342+105.1% |
| Participant deferral / active EE | $10,980 | $4,983+120.4% | $6,569+67.2% | $3,332+229.6% |
| Admin fee / account holder | $3,665 | $8,286-55.8% | $11,283-67.5% | $4,645-21.1% |