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 | $221,431 | $137,414+61.1% | $189,513+16.8% | $85,850+157.9% |
| Participation rate | 85.7% | 84.6%+1.1pp | 87.8%-2.1pp | 69.3%+16.4pp |
| Annual return | 9.86% | 38.14%-28.3pp | 555.15%-545.3pp | 318.53%-308.7pp |
| Employer contribution / active EE | $6,877 | $4,344+58.3% | $6,162+11.6% | $2,565+168.1% |
| Participant deferral / active EE | $14,357 | $6,260+129.4% | $8,221+74.6% | $3,952+263.3% |
| Admin fee / account holder | $4,887 | $8,630-43.4% | $12,045-59.4% | $6,260-21.9% |