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 | $197,843 | $154,228+28.3% | $145,433+36.0% | $137,256+44.1% |
| Participation rate | 87.0% | 83.8%+3.2pp | 82.1%+4.8pp | 80.0%+7.0pp |
| Annual return | 11.60% | 74.59%-63.0pp | 66.58%-55.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $9,855 | $4,804+105.1% | $4,554+116.4% | $4,156+137.1% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $38,506 | $14,344+168.5% | $13,129+193.3% | $12,270+213.8% |