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 | $137,617 | $105,181+30.8% | $159,436-13.7% | $85,850+60.3% |
| Participation rate | 78.1% | 75.8%+2.4pp | 82.8%-4.7pp | 69.3%+8.8pp |
| Annual return | 10.12% | 45.07%-35.0pp | 263.57%-253.4pp | 318.53%-308.4pp |
| Employer contribution / active EE | $2,648 | $3,318-20.2% | $4,829-45.2% | $2,565+3.2% |
| Participant deferral / active EE | $10,919 | $5,945+83.7% | $7,352+48.5% | $3,952+176.3% |
| Admin fee / account holder | $32,070 | $6,933+362.5% | $10,799+197.0% | $6,260+412.3% |