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 | $175,590 | $106,515+64.9% | $96,683+81.6% | $139,434+25.9% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 8.64% | 38.43%-29.8pp | 35.69%-27.1pp | 372.94%-364.3pp |
| Employer contribution / active EE | $2,848 | $4,103-30.6% | $3,737-23.8% | $4,751-40.1% |
| Participant deferral / active EE | $9,450 | $5,454+73.3% | $4,878+93.7% | $6,710+40.8% |
| Admin fee / account holder | $39,494 | $7,877+401.4% | $6,730+486.9% | $11,403+246.4% |