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 | $187,234 | $89,355+109.5% | $141,162+32.6% | $72,985+156.5% |
| Participation rate | 90.6% | 75.1%+15.5pp | 82.5%+8.2pp | 69.5%+21.1pp |
| Annual return | 4.86% | 111.85%-107.0pp | 71.39%-66.5pp | 81.00%-76.1pp |
| Employer contribution / active EE | $4,329 | $3,114+39.0% | $4,735-8.6% | $2,440+77.4% |
| Participant deferral / active EE | $10,479 | $5,418+93.4% | $6,709+56.2% | $3,607+190.5% |
| Admin fee / account holder | $1,881 | $5,958-68.4% | $10,261-81.7% | $5,124-63.3% |