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 | $172,774 | $102,317+68.9% | $146,958+17.6% | $80,856+113.7% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.2%+3.1pp | 67.6%+17.7pp |
| Annual return | 11.42% | 134.76%-123.3pp | 418.34%-406.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,646 | $3,713-55.7% | $4,933-66.6% | $2,755-40.3% |
| Participant deferral / active EE | $7,660 | $6,644+15.3% | $8,070-5.1% | $4,296+78.3% |
| Admin fee / account holder | $24,331 | $7,941+206.4% | $12,998+87.2% | $6,918+251.7% |