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 | $171,820 | $99,020+73.5% | $86,590+98.4% | $147,584+16.4% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 8.20% | 1312.34%-1304.1pp | 964.84%-956.6pp | 578.55%-570.4pp |
| Employer contribution / active EE | $1,676 | $3,132-46.5% | $2,839-41.0% | $4,876-65.6% |
| Participant deferral / active EE | $7,072 | $3,972+78.0% | $3,609+96.0% | $5,439+30.0% |
| Admin fee / account holder | $4,334 | $5,710-24.1% | $4,906-11.7% | $10,885-60.2% |