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 | $147,372 | $102,382+43.9% | $147,005+0.2% | $80,874+82.2% |
| Participation rate | 90.2% | 75.8%+14.4pp | 82.2%+8.1pp | 67.6%+22.6pp |
| Annual return | 9.57% | 134.89%-125.3pp | 418.76%-409.2pp | 35.62%-26.0pp |
| Employer contribution / active EE | $2,880 | $3,715-22.5% | $4,934-41.6% | $2,756+4.5% |
| Participant deferral / active EE | $5,814 | $6,646-12.5% | $8,070-27.9% | $4,297+35.3% |
| Admin fee / account holder | $806 | $7,942-89.9% | $13,006-93.8% | $6,935-88.4% |