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 | $155,408 | $125,758+23.6% | $169,993-8.6% | $75,163+106.8% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.0%-1.3pp | 67.2%+18.5pp |
| Annual return | 13.00% | 27.20%-14.2pp | 53.37%-40.4pp | 160.62%-147.6pp |
| Employer contribution / active EE | $2,916 | $4,615-36.8% | $6,785-57.0% | $2,670+9.2% |
| Participant deferral / active EE | $5,751 | $6,837-15.9% | $10,408-44.7% | $4,125+39.4% |
| Admin fee / account holder | $38,000 | $8,173+364.9% | $12,815+196.5% | $5,651+572.5% |