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 | $129,055 | $91,552+41.0% | $133,956-3.7% | $79,858+61.6% |
| Participation rate | 96.2% | 73.3%+22.9pp | 79.8%+16.4pp | 69.6%+26.6pp |
| Annual return | 6.94% | 61.85%-54.9pp | 45.09%-38.1pp | 31.71%-24.8pp |
| Employer contribution / active EE | $14,896 | $2,384+524.9% | $3,919+280.1% | $2,471+502.9% |
| Participant deferral / active EE | $3,183 | $3,733-14.7% | $5,048-36.9% | $3,740-14.9% |
| Admin fee / account holder | $1,307 | $6,321-79.3% | $8,927-85.4% | $5,306-75.4% |