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 | $182,233 | $102,317+78.1% | $146,958+24.0% | $80,856+125.4% |
| Participation rate | 96.7% | 75.8%+20.8pp | 82.2%+14.5pp | 67.6%+29.0pp |
| Annual return | 5.19% | 134.76%-129.6pp | 418.34%-413.1pp | 35.59%-30.4pp |
| Employer contribution / active EE | $3,035 | $3,713-18.3% | $4,933-38.5% | $2,755+10.2% |
| Participant deferral / active EE | $12,791 | $6,644+92.5% | $8,070+58.5% | $4,296+197.8% |
| Admin fee / account holder | $9,228 | $7,941+16.2% | $12,998-29.0% | $6,918+33.4% |