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 | $146,722 | $105,181+39.5% | $159,436-8.0% | $85,850+70.9% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.8%+10.5pp | 69.3%+24.0pp |
| Annual return | 11.22% | 45.07%-33.9pp | 263.57%-252.3pp | 318.53%-307.3pp |
| Employer contribution / active EE | $3,686 | $3,318+11.1% | $4,829-23.7% | $2,565+43.7% |
| Participant deferral / active EE | $8,657 | $5,945+45.6% | $7,352+17.7% | $3,952+119.1% |
| Admin fee / account holder | $22,054 | $6,933+218.1% | $10,799+104.2% | $6,260+252.3% |