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 | $185,025 | $100,041+84.9% | $149,718+23.6% | $70,131+163.8% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.1%+10.4pp | 69.5%+27.9pp |
| Annual return | 8.89% | 27.43%-18.5pp | 1501.63%-1492.7pp | 73.14%-64.2pp |
| Employer contribution / active EE | $7,188 | $3,662+96.3% | $5,445+32.0% | $2,342+206.9% |
| Participant deferral / active EE | $6,327 | $4,983+27.0% | $6,569-3.7% | $3,332+89.9% |
| Admin fee / account holder | $3,840 | $8,286-53.7% | $11,283-66.0% | $4,645-17.3% |