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 | $177,298 | $146,267+21.2% | $197,124-10.1% | $82,448+115.0% |
| Participation rate | 87.2% | 84.0%+3.2pp | 86.7%+0.5pp | 68.1%+19.1pp |
| Annual return | 13.01% | 29.61%-16.6pp | 44.34%-31.3pp | 41.64%-28.6pp |
| Employer contribution / active EE | $20,334 | $4,723+330.5% | $6,227+226.5% | $2,551+697.1% |
| Participant deferral / active EE | $15,401 | $7,035+118.9% | $9,135+68.6% | $4,139+272.1% |
| Admin fee / account holder | $119,450 | $14,422+728.3% | $16,298+632.9% | $7,234+1551.1% |