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 | $193,042 | $93,571+106.3% | $135,903+42.0% | $75,163+156.8% |
| Participation rate | 94.4% | 75.2%+19.3pp | 81.9%+12.5pp | 67.2%+27.3pp |
| Annual return | 14.64% | 30.90%-16.3pp | 68.23%-53.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $3,504 | $3,537-0.9% | $4,856-27.9% | $2,670+31.2% |
| Participant deferral / active EE | $11,405 | $6,404+78.1% | $7,758+47.0% | $4,125+176.5% |
| Admin fee / account holder | $3,821 | $6,975-45.2% | $10,762-64.5% | $5,651-32.4% |