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 | $144,689 | $68,346+111.7% | $94,646+52.9% | $75,163+92.5% |
| Participation rate | 92.2% | 76.1%+16.1pp | 80.8%+11.3pp | 67.2%+25.0pp |
| Annual return | 15.35% | 616.93%-601.6pp | 156.71%-141.4pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,709 | $2,701-36.7% | $3,672-53.4% | $2,670-36.0% |
| Participant deferral / active EE | $4,679 | $6,537-28.4% | $7,418-36.9% | $4,125+13.4% |
| Admin fee / account holder | $6,152 | $5,326+15.5% | $7,231-14.9% | $5,651+8.9% |