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 | $154,145 | $95,416+61.6% | $185,823-17.0% | $85,850+79.6% |
| Participation rate | 74.1% | 68.8%+5.3pp | 81.7%-7.6pp | 69.3%+4.8pp |
| Annual return | 8.64% | 23.59%-14.9pp | 122.05%-113.4pp | 318.53%-309.9pp |
| Employer contribution / active EE | $7,845 | $3,314+136.7% | $5,167+51.8% | $2,565+205.8% |
| Participant deferral / active EE | $4,795 | $3,423+40.1% | $5,568-13.9% | $3,952+21.3% |
| Admin fee / account holder | $16,864 | $7,213+133.8% | $16,237+3.9% | $6,260+169.4% |