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 | $141,960 | $105,998+33.9% | $92,233+53.9% | $147,584-3.8% |
| Participation rate | 95.5% | 80.4%+15.0pp | 76.5%+19.0pp | 82.8%+12.6pp |
| Annual return | 8.80% | 50.05%-41.3pp | 176.28%-167.5pp | 578.55%-569.8pp |
| Employer contribution / active EE | $3,481 | $4,333-19.7% | $3,679-5.4% | $4,876-28.6% |
| Participant deferral / active EE | $7,083 | $4,478+58.2% | $3,897+81.8% | $5,439+30.2% |
| Admin fee / account holder | $15,267 | $6,332+141.1% | $5,194+194.0% | $10,885+40.3% |