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 | $142,627 | $91,552+55.8% | $133,956+6.5% | $79,858+78.6% |
| Participation rate | 93.5% | 73.3%+20.2pp | 79.8%+13.7pp | 69.6%+23.9pp |
| Annual return | 10.12% | 61.85%-51.7pp | 45.09%-35.0pp | 31.71%-21.6pp |
| Employer contribution / active EE | $9,530 | $2,384+299.8% | $3,919+143.2% | $2,471+285.7% |
| Participant deferral / active EE | $5,130 | $3,733+37.4% | $5,048+1.6% | $3,740+37.2% |
| Admin fee / account holder | $3,841 | $6,321-39.2% | $8,927-57.0% | $5,306-27.6% |