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 | $152,626 | $56,114+172.0% | $96,139+58.8% | $85,850+77.8% |
| Participation rate | 75.0% | 56.7%+18.3pp | 68.4%+6.6pp | 69.3%+5.7pp |
| Annual return | 9.98% | 42.30%-32.3pp | 191.94%-182.0pp | 318.53%-308.6pp |
| Employer contribution / active EE | $4,500 | $1,620+177.9% | $2,797+60.9% | $2,565+75.4% |
| Participant deferral / active EE | $8,862 | $2,859+209.9% | $4,349+103.8% | $3,952+124.3% |
| Admin fee / account holder | $14,562 | $3,768+286.5% | $5,537+163.0% | $6,260+132.6% |