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 | $187,401 | $98,750+89.8% | $149,696+25.2% | $79,858+134.7% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 10.49% | 27.43%-16.9pp | 276.60%-266.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $3,451 | $3,216+7.3% | $4,644-25.7% | $2,471+39.7% |
| Participant deferral / active EE | $11,034 | $5,680+94.3% | $6,842+61.3% | $3,740+195.0% |
| Admin fee / account holder | $2,453 | $6,053-59.5% | $9,309-73.6% | $5,306-53.8% |