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 | $157,225 | $157,2560% | $141,162+11.4% | $152,861+2.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 14.55% | 64.32%-49.8pp | 71.39%-56.8pp | 345.32%-330.8pp |
| Employer contribution / active EE | $7,792 | $5,261+48.1% | $4,735+64.6% | $4,762+63.6% |
| Participant deferral / active EE | $7,421 | $7,109+4.4% | $6,709+10.6% | $5,850+26.9% |
| Admin fee / account holder | $234,610 | $12,120+1835.7% | $10,261+2186.4% | $11,596+1923.1% |