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 | $143,075 | $58,208+145.8% | $81,812+74.9% | $80,856+76.9% |
| Participation rate | 97.2% | 63.4%+33.8pp | 72.3%+24.8pp | 67.6%+29.5pp |
| Annual return | 9.07% | 41.66%-32.6pp | 773.79%-764.7pp | 35.59%-26.5pp |
| Employer contribution / active EE | $4,143 | $2,340+77.0% | $2,912+42.2% | $2,755+50.4% |
| Participant deferral / active EE | $10,456 | $3,281+218.7% | $4,319+142.1% | $4,296+143.4% |
| Admin fee / account holder | $22,311 | $4,981+347.9% | $7,386+202.1% | $6,918+222.5% |