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 | $151,824 | $144,119+5.3% | $117,854+28.8% | $147,584+2.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 7.40% | 531.15%-523.7pp | 335.08%-327.7pp | 578.55%-571.1pp |
| Employer contribution / active EE | $4,600 | $4,896-6.1% | $3,786+21.5% | $4,876-5.7% |
| Participant deferral / active EE | $14,650 | $5,316+175.6% | $4,482+226.9% | $5,439+169.4% |
| Admin fee / account holder | $1,126 | $10,886-89.7% | $8,020-86.0% | $10,885-89.7% |