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 | $177,895 | $89,753+98.2% | $107,525+65.4% | $84,808+109.8% |
| Participation rate | 97.6% | 68.1%+29.6pp | 75.1%+22.5pp | 68.3%+29.3pp |
| Annual return | 9.21% | 29.48%-20.3pp | 181.32%-172.1pp | 40.90%-31.7pp |
| Employer contribution / active EE | $10,219 | $3,113+228.2% | $3,754+172.2% | $2,631+288.4% |
| Participant deferral / active EE | $7,501 | $4,056+84.9% | $5,116+46.6% | $4,212+78.1% |
| Admin fee / account holder | $10,058 | $7,222+39.3% | $8,919+12.8% | $7,344+37.0% |