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 | $174,280 | $91,552+90.4% | $133,956+30.1% | $79,858+118.2% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | 8.27% | 61.85%-53.6pp | 45.09%-36.8pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,547 | $2,384-35.1% | $3,919-60.5% | $2,471-37.4% |
| Participant deferral / active EE | $7,726 | $3,733+106.9% | $5,048+53.1% | $3,740+106.6% |
| Admin fee / account holder | $15,636 | $6,321+147.4% | $8,927+75.2% | $5,306+194.7% |