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 | $147,849 | $89,355+65.5% | $141,162+4.7% | $72,985+102.6% |
| Participation rate | 74.1% | 75.1%-1.0pp | 82.5%-8.4pp | 69.5%+4.6pp |
| Annual return | 18.62% | 111.85%-93.2pp | 71.39%-52.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $5,171 | $3,114+66.0% | $4,735+9.2% | $2,440+111.9% |
| Participant deferral / active EE | $10,710 | $5,418+97.7% | $6,709+59.6% | $3,607+196.9% |
| Admin fee / account holder | $23,533 | $5,958+295.0% | $10,261+129.3% | $5,124+359.2% |