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 | $138,579 | $77,314+79.2% | $177,989-22.1% | $80,856+71.4% |
| Participation rate | 81.6% | 65.7%+15.9pp | 77.1%+4.5pp | 67.6%+13.9pp |
| Annual return | 10.28% | 18.09%-7.8pp | 294.48%-284.2pp | 35.59%-25.3pp |
| Employer contribution / active EE | $4,153 | $2,292+81.2% | $3,949+5.2% | $2,755+50.8% |
| Participant deferral / active EE | $7,878 | $4,411+78.6% | $6,276+25.5% | $4,296+83.4% |
| Admin fee / account holder | $18,309 | $7,191+154.6% | $10,363+76.7% | $6,918+164.7% |