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 | $172,087 | $111,535+54.3% | $105,223+63.5% | $137,256+25.4% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.0%+17.3pp | 80.0%+12.3pp |
| Annual return | 11.42% | 237.85%-226.4pp | 180.65%-169.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,859 | $3,939-27.4% | $3,689-22.5% | $4,156-31.2% |
| Participant deferral / active EE | $7,913 | $5,500+43.9% | $5,072+56.0% | $6,407+23.5% |
| Admin fee / account holder | $2,551 | $9,721-73.8% | $8,859-71.2% | $12,270-79.2% |