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 | $147,821 | $102,317+44.5% | $146,958+0.6% | $80,856+82.8% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.2%+3.3pp | 67.6%+17.8pp |
| Annual return | 10.92% | 134.76%-123.8pp | 418.34%-407.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $3,399 | $3,713-8.4% | $4,933-31.1% | $2,755+23.4% |
| Participant deferral / active EE | $7,592 | $6,644+14.3% | $8,070-5.9% | $4,296+76.7% |
| Admin fee / account holder | $10,862 | $7,941+36.8% | $12,998-16.4% | $6,918+57.0% |