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 | $153,893 | $98,750+55.8% | $149,696+2.8% | $79,858+92.7% |
| Participation rate | 80.6% | 75.8%+4.9pp | 82.5%-1.8pp | 69.6%+11.0pp |
| Annual return | 6.70% | 27.43%-20.7pp | 276.60%-269.9pp | 31.71%-25.0pp |
| Employer contribution / active EE | $3,493 | $3,216+8.6% | $4,644-24.8% | $2,471+41.4% |
| Participant deferral / active EE | $7,752 | $5,680+36.5% | $6,842+13.3% | $3,740+107.3% |
| Admin fee / account holder | $12,322 | $6,053+103.6% | $9,309+32.4% | $5,306+132.2% |