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 | $144,544 | $100,901+43.3% | $75,670+91.0% | $147,584-2.1% |
| Participation rate | 92.9% | 77.1%+15.7pp | 72.3%+20.5pp | 82.8%+10.0pp |
| Annual return | 6.86% | 35.78%-28.9pp | 27.34%-20.5pp | 578.55%-571.7pp |
| Employer contribution / active EE | $2,143 | $3,253-34.1% | $2,352-8.9% | $4,876-56.1% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,500 | $11,285-42.4% | $5,800+12.1% | $10,885-40.3% |