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 | $188,419 | $73,933+154.9% | $96,683+94.9% | $75,163+150.7% |
| Participation rate | 92.3% | 66.4%+25.9pp | 74.3%+18.0pp | 67.2%+25.1pp |
| Annual return | 12.29% | 26.70%-14.4pp | 35.69%-23.4pp | 160.62%-148.3pp |
| Employer contribution / active EE | $10,907 | $2,928+272.5% | $3,737+191.9% | $2,670+308.5% |
| Participant deferral / active EE | $9,084 | $3,659+148.3% | $4,878+86.2% | $4,125+120.2% |
| Admin fee / account holder | $10,401 | $5,216+99.4% | $6,730+54.6% | $5,651+84.1% |