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 | $161,098 | $105,181+53.2% | $159,436+1.0% | $85,850+87.7% |
| Participation rate | 90.5% | 75.8%+14.7pp | 82.8%+7.7pp | 69.3%+21.2pp |
| Annual return | 5.74% | 45.07%-39.3pp | 263.57%-257.8pp | 318.53%-312.8pp |
| Employer contribution / active EE | $4,943 | $3,318+49.0% | $4,829+2.4% | $2,565+92.7% |
| Participant deferral / active EE | $13,409 | $5,945+125.6% | $7,352+82.4% | $3,952+239.3% |
| Admin fee / account holder | $17,880 | $6,933+157.9% | $10,799+65.6% | $6,260+185.6% |