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 | $102,382+44.4% | $147,005+0.6% | $80,874+82.8% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.2%+3.3pp | 67.6%+17.8pp |
| Annual return | 10.92% | 134.89%-124.0pp | 418.76%-407.8pp | 35.62%-24.7pp |
| Employer contribution / active EE | $3,399 | $3,715-8.5% | $4,934-31.1% | $2,756+23.4% |
| Participant deferral / active EE | $7,592 | $6,646+14.2% | $8,070-5.9% | $4,297+76.7% |
| Admin fee / account holder | $10,862 | $7,942+36.8% | $13,006-16.5% | $6,935+56.6% |