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 | $84,071 | $175,202-52.0% | $149,673-43.8% | $139,434-39.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 6.66% | 166.71%-160.0pp | 134.42%-127.8pp | 372.94%-366.3pp |
| Employer contribution / active EE | $2,432 | $5,474-55.6% | $4,818-49.5% | $4,751-48.8% |
| Participant deferral / active EE | $8,975 | $6,519+37.7% | $5,680+58.0% | $6,710+33.8% |
| Admin fee / account holder | $23,889 | $16,150+47.9% | $13,210+80.8% | $11,403+109.5% |