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 | $130,640 | $77,145+69.3% | $108,410+20.5% | $85,850+52.2% |
| Participation rate | 84.6% | 74.7%+9.9pp | 80.1%+4.5pp | 69.3%+15.3pp |
| Annual return | 8.38% | 44.54%-36.2pp | 905.27%-896.9pp | 318.53%-310.2pp |
| Employer contribution / active EE | $1,242 | $2,379-47.8% | $3,558-65.1% | $2,565-51.6% |
| Participant deferral / active EE | $6,902 | $5,566+24.0% | $6,563+5.2% | $3,952+74.7% |
| Admin fee / account holder | $7,800 | $5,172+50.8% | $7,295+6.9% | $6,260+24.6% |