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 | $164,214 | $96,635+69.9% | $86,612+89.6% | $139,434+17.8% |
| Participation rate | 86.7% | 74.4%+12.3pp | 71.7%+15.0pp | 80.3%+6.3pp |
| Annual return | 9.98% | 106.41%-96.4pp | 591.07%-581.1pp | 372.94%-363.0pp |
| Employer contribution / active EE | $673 | $3,263-79.4% | $3,022-77.7% | $4,751-85.8% |
| Participant deferral / active EE | $5,672 | $4,836+17.3% | $4,438+27.8% | $6,710-15.5% |
| Admin fee / account holder | $3,694 | $6,408-42.3% | $5,614-34.2% | $11,403-67.6% |