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 | $193,466 | $78,672+145.9% | $109,143+77.3% | $85,850+125.4% |
| Participation rate | 92.9% | 68.3%+24.6pp | 75.9%+17.0pp | 69.3%+23.5pp |
| Annual return | 8.39% | 25.09%-16.7pp | 25.75%-17.4pp | 318.53%-310.1pp |
| Employer contribution / active EE | $10,841 | $2,735+296.4% | $3,722+191.3% | $2,565+322.6% |
| Participant deferral / active EE | $3,579 | $3,467+3.2% | $4,653-23.1% | $3,952-9.4% |
| Admin fee / account holder | $3,105 | $5,469-43.2% | $6,752-54.0% | $6,260-50.4% |