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 | $232,097 | $137,414+68.9% | $189,513+22.5% | $85,850+170.4% |
| Participation rate | 97.6% | 84.6%+12.9pp | 87.8%+9.8pp | 69.3%+28.2pp |
| Annual return | 4.97% | 38.14%-33.2pp | 555.15%-550.2pp | 318.53%-313.6pp |
| Employer contribution / active EE | $6,931 | $4,344+59.5% | $6,162+12.5% | $2,565+170.2% |
| Participant deferral / active EE | $10,280 | $6,260+64.2% | $8,221+25.0% | $3,952+160.2% |
| Admin fee / account holder | $18,595 | $8,630+115.5% | $12,045+54.4% | $6,260+197.0% |