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 | $102,317+44.0% | $146,958+0.3% | $80,856+82.3% |
| Participation rate | 90.2% | 75.8%+14.4pp | 82.2%+8.1pp | 67.6%+22.6pp |
| Annual return | 9.57% | 134.76%-125.2pp | 418.34%-408.8pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,880 | $3,713-22.4% | $4,933-41.6% | $2,755+4.6% |
| Participant deferral / active EE | $5,814 | $6,644-12.5% | $8,070-28.0% | $4,296+35.4% |
| Admin fee / account holder | $806 | $7,941-89.9% | $12,998-93.8% | $6,918-88.3% |