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 | $153,520 | $105,181+46.0% | $159,436-3.7% | $85,850+78.8% |
| Participation rate | 77.3% | 75.8%+1.5pp | 82.8%-5.5pp | 69.3%+8.0pp |
| Annual return | 10.92% | 45.07%-34.2pp | 263.57%-252.6pp | 318.53%-307.6pp |
| Employer contribution / active EE | $2,801 | $3,318-15.6% | $4,829-42.0% | $2,565+9.2% |
| Participant deferral / active EE | $8,504 | $5,945+43.0% | $7,352+15.7% | $3,952+115.2% |
| Admin fee / account holder | $18,609 | $6,933+168.4% | $10,799+72.3% | $6,260+197.3% |