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 | $161,123 | $102,966+56.5% | $90,281+78.5% | $152,861+5.4% |
| Participation rate | 86.7% | 75.9%+10.8pp | 73.3%+13.4pp | 82.4%+4.2pp |
| Annual return | 7.03% | 95.16%-88.1pp | 78.10%-71.1pp | 345.32%-338.3pp |
| Employer contribution / active EE | $6,410 | $3,139+104.2% | $2,854+124.6% | $4,762+34.6% |
| Participant deferral / active EE | $8,659 | $4,281+102.2% | $3,885+122.9% | $5,850+48.0% |
| Admin fee / account holder | $39,341 | $6,171+537.6% | $5,351+635.2% | $11,596+239.3% |