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 | $148,435 | $98,750+50.3% | $149,696-0.8% | $79,858+85.9% |
| Participation rate | 85.9% | 75.8%+10.1pp | 82.5%+3.4pp | 69.6%+16.3pp |
| Annual return | 5.91% | 27.43%-21.5pp | 276.60%-270.7pp | 31.71%-25.8pp |
| Employer contribution / active EE | $769 | $3,216-76.1% | $4,644-83.4% | $2,471-68.9% |
| Participant deferral / active EE | $8,237 | $5,680+45.0% | $6,842+20.4% | $3,740+120.2% |
| Admin fee / account holder | $22,321 | $6,053+268.8% | $9,309+139.8% | $5,306+320.7% |