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 | $171,848 | $65,409+162.7% | $98,442+74.6% | $85,850+100.2% |
| Participation rate | 95.0% | 65.0%+30.0pp | 73.3%+21.7pp | 69.3%+25.7pp |
| Annual return | 10.67% | 21.76%-11.1pp | 1492.73%-1482.1pp | 318.53%-307.9pp |
| Employer contribution / active EE | $7,686 | $2,168+254.6% | $2,960+159.7% | $2,565+199.6% |
| Participant deferral / active EE | $8,241 | $3,166+160.3% | $4,276+92.7% | $3,952+108.5% |
| Admin fee / account holder | $5,635 | $4,593+22.7% | $5,949-5.3% | $6,260-10.0% |