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 | $213,767 | $148,534+43.9% | $135,903+57.3% | $139,434+53.3% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 10.74% | 79.19%-68.5pp | 68.23%-57.5pp | 372.94%-362.2pp |
| Employer contribution / active EE | $12,855 | $5,243+145.2% | $4,856+164.7% | $4,751+170.6% |
| Participant deferral / active EE | $8,399 | $8,100+3.7% | $7,758+8.3% | $6,710+25.2% |
| Admin fee / account holder | $27,609 | $12,400+122.7% | $10,762+156.5% | $11,403+142.1% |