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 | $171,140 | $52,353+226.9% | $120,225+42.4% | $82,448+107.6% |
| Participation rate | 74.1% | 58.3%+15.8pp | 69.6%+4.5pp | 68.1%+6.0pp |
| Annual return | 10.95% | 61.85%-50.9pp | 439.23%-428.3pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,628 | $1,510+7.8% | $3,475-53.1% | $2,551-36.2% |
| Participant deferral / active EE | $6,169 | $2,627+134.8% | $3,999+54.3% | $4,139+49.0% |
| Admin fee / account holder | $34,307 | $4,363+686.4% | $5,696+502.3% | $7,234+374.2% |