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 | $153,200 | $105,181+45.7% | $159,436-3.9% | $85,850+78.5% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.8%+0.5pp | 69.3%+14.0pp |
| Annual return | 12.34% | 45.07%-32.7pp | 263.57%-251.2pp | 318.53%-306.2pp |
| Employer contribution / active EE | $2,347 | $3,318-29.3% | $4,829-51.4% | $2,565-8.5% |
| Participant deferral / active EE | $11,749 | $5,945+97.6% | $7,352+59.8% | $3,952+197.3% |
| Admin fee / account holder | $3,646 | $6,933-47.4% | $10,799-66.2% | $6,260-41.8% |