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 | $233,650 | $105,181+122.1% | $159,436+46.5% | $85,850+172.2% |
| Participation rate | 88.1% | 75.8%+12.4pp | 82.8%+5.3pp | 69.3%+18.8pp |
| Annual return | 10.18% | 45.07%-34.9pp | 263.57%-253.4pp | 318.53%-308.4pp |
| Employer contribution / active EE | $3,453 | $3,318+4.1% | $4,829-28.5% | $2,565+34.6% |
| Participant deferral / active EE | $10,363 | $5,945+74.3% | $7,352+41.0% | $3,952+162.3% |
| Admin fee / account holder | $18,951 | $6,933+173.3% | $10,799+75.5% | $6,260+202.7% |