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 | $148,073 | $137,414+7.8% | $189,513-21.9% | $85,850+72.5% |
| Participation rate | 97.0% | 84.6%+12.4pp | 87.8%+9.2pp | 69.3%+27.7pp |
| Annual return | 11.21% | 38.14%-26.9pp | 555.15%-543.9pp | 318.53%-307.3pp |
| Employer contribution / active EE | $5,268 | $4,344+21.3% | $6,162-14.5% | $2,565+105.4% |
| Participant deferral / active EE | $3,357 | $6,260-46.4% | $8,221-59.2% | $3,952-15.1% |
| Admin fee / account holder | $19,221 | $8,630+122.7% | $12,045+59.6% | $6,260+207.0% |