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 | $232,327 | $175,202+32.6% | $149,673+55.2% | $139,434+66.6% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 9.55% | 166.71%-157.2pp | 134.42%-124.9pp | 372.94%-363.4pp |
| Employer contribution / active EE | $3,551 | $5,474-35.1% | $4,818-26.3% | $4,751-25.3% |
| Participant deferral / active EE | $6,499 | $6,519-0.3% | $5,680+14.4% | $6,710-3.2% |
| Admin fee / account holder | $1,498 | $16,150-90.7% | $13,210-88.7% | $11,403-86.9% |