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 | $197,923 | $175,202+13.0% | $149,673+32.2% | $139,434+41.9% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 9.81% | 166.71%-156.9pp | 134.42%-124.6pp | 372.94%-363.1pp |
| Employer contribution / active EE | $10,381 | $5,474+89.6% | $4,818+115.5% | $4,751+118.5% |
| Participant deferral / active EE | $7,111 | $6,519+9.1% | $5,680+25.2% | $6,710+6.0% |
| Admin fee / account holder | $2,737 | $16,150-83.1% | $13,210-79.3% | $11,403-76.0% |