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 | $142,169 | $124,281+14.4% | $109,143+30.3% | $167,490-15.1% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 6.77% | 26.04%-19.3pp | 25.75%-19.0pp | 478.56%-471.8pp |
| Employer contribution / active EE | $8,367 | $4,207+98.9% | $3,722+124.8% | $4,837+73.0% |
| Participant deferral / active EE | $14,263 | $5,255+171.4% | $4,653+206.5% | $6,341+124.9% |
| Admin fee / account holder | $48,960 | $7,970+514.3% | $6,752+625.1% | $12,309+297.8% |