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 | $197,996 | $105,181+88.2% | $159,436+24.2% | $85,850+130.6% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.8%+8.4pp | 69.3%+21.9pp |
| Annual return | 11.04% | 45.07%-34.0pp | 263.57%-252.5pp | 318.53%-307.5pp |
| Employer contribution / active EE | $3,577 | $3,318+7.8% | $4,829-25.9% | $2,565+39.4% |
| Participant deferral / active EE | $9,619 | $5,945+61.8% | $7,352+30.8% | $3,952+143.4% |
| Admin fee / account holder | $687 | $6,933-90.1% | $10,799-93.6% | $6,260-89.0% |