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 | $158,988 | $105,181+51.2% | $159,436-0.3% | $85,850+85.2% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.8%+4.3pp | 69.3%+17.8pp |
| Annual return | 7.93% | 45.07%-37.1pp | 263.57%-255.6pp | 318.53%-310.6pp |
| Employer contribution / active EE | $5,542 | $3,318+67.0% | $4,829+14.8% | $2,565+116.1% |
| Participant deferral / active EE | $14,097 | $5,945+137.1% | $7,352+91.7% | $3,952+256.7% |
| Admin fee / account holder | $6,254 | $6,933-9.8% | $10,799-42.1% | $6,260-0.1% |