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 | $102,741 | $57,281+79.4% | $86,612+18.6% | $75,163+36.7% |
| Participation rate | 91.7% | 63.2%+28.5pp | 71.7%+20.0pp | 67.2%+24.5pp |
| Annual return | 13.31% | 2670.75%-2657.4pp | 591.07%-577.8pp | 160.62%-147.3pp |
| Employer contribution / active EE | $3,277 | $2,314+41.6% | $3,022+8.4% | $2,670+22.8% |
| Participant deferral / active EE | $5,884 | $3,318+77.4% | $4,438+32.6% | $4,125+42.6% |
| Admin fee / account holder | $6,657 | $4,112+61.9% | $5,614+18.6% | $5,651+17.8% |