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 | $159,608 | $98,750+61.6% | $149,696+6.6% | $79,858+99.9% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.7pp |
| Annual return | 11.23% | 27.43%-16.2pp | 276.60%-265.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $5,302 | $3,216+64.8% | $4,644+14.2% | $2,471+114.6% |
| Participant deferral / active EE | $4,796 | $5,680-15.6% | $6,842-29.9% | $3,740+28.2% |
| Admin fee / account holder | $23,835 | $6,053+293.8% | $9,309+156.1% | $5,306+349.2% |