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 | $186,301 | $77,145+141.5% | $108,410+71.8% | $85,850+117.0% |
| Participation rate | 92.7% | 74.7%+18.0pp | 80.1%+12.6pp | 69.3%+23.4pp |
| Annual return | 11.27% | 44.54%-33.3pp | 905.27%-894.0pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,086 | $2,379-54.4% | $3,558-69.5% | $2,565-57.7% |
| Participant deferral / active EE | $7,792 | $5,566+40.0% | $6,563+18.7% | $3,952+97.2% |
| Admin fee / account holder | $7,402 | $5,172+43.1% | $7,295+1.5% | $6,260+18.2% |