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 | $138,714 | $105,181+31.9% | $159,436-13.0% | $85,850+61.6% |
| Participation rate | 88.6% | 75.8%+12.9pp | 82.8%+5.8pp | 69.3%+19.3pp |
| Annual return | 11.93% | 45.07%-33.1pp | 263.57%-251.6pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,199 | $3,318-63.9% | $4,829-75.2% | $2,565-53.3% |
| Participant deferral / active EE | $12,419 | $5,945+108.9% | $7,352+68.9% | $3,952+214.3% |
| Admin fee / account holder | $23,673 | $6,933+241.4% | $10,799+119.2% | $6,260+278.2% |