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 | $93,208 | $74,888+24.5% | $71,209+30.9% | $142,382-34.5% |
| Participation rate | 73.3% | 76.2%-2.9pp | 73.8%-0.4pp | 80.1%-6.8pp |
| Annual return | 11.27% | 345.14%-333.9pp | 282.51%-271.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,796 | $2,854-37.1% | $2,721-34.0% | $4,299-58.2% |
| Participant deferral / active EE | $3,372 | $4,454-24.3% | $4,175-19.2% | $6,507-48.2% |
| Admin fee / account holder | $7,956 | $5,568+42.9% | $5,349+48.8% | $12,624-37.0% |