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 | $165,648 | $98,750+67.7% | $149,696+10.7% | $79,858+107.4% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.5%-6.6pp | 69.6%+6.2pp |
| Annual return | 10.89% | 27.43%-16.5pp | 276.60%-265.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,863 | $3,216-42.1% | $4,644-59.9% | $2,471-24.6% |
| Participant deferral / active EE | $7,423 | $5,680+30.7% | $6,842+8.5% | $3,740+98.5% |
| Admin fee / account holder | $4,020 | $6,053-33.6% | $9,309-56.8% | $5,306-24.2% |