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 | $190,705 | $124,185+53.6% | $108,410+75.9% | $167,490+13.9% |
| Participation rate | 87.5% | 82.3%+5.2pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 8.59% | 1379.64%-1371.0pp | 905.27%-896.7pp | 478.56%-470.0pp |
| Employer contribution / active EE | $1,956 | $4,187-53.3% | $3,558-45.0% | $4,837-59.6% |
| Participant deferral / active EE | $8,200 | $6,908+18.7% | $6,563+24.9% | $6,341+29.3% |
| Admin fee / account holder | $8,223 | $9,455-13.0% | $7,295+12.7% | $12,309-33.2% |