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 | $224,190 | $98,750+127.0% | $149,696+49.8% | $79,858+180.7% |
| Participation rate | 87.3% | 75.8%+11.5pp | 82.5%+4.8pp | 69.6%+17.7pp |
| Annual return | 10.72% | 27.43%-16.7pp | 276.60%-265.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $3,258 | $3,216+1.3% | $4,644-29.9% | $2,471+31.8% |
| Participant deferral / active EE | $9,685 | $5,680+70.5% | $6,842+41.6% | $3,740+159.0% |
| Admin fee / account holder | $15,890 | $6,053+162.5% | $9,309+70.7% | $5,306+199.5% |