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 | $220,663 | $72,071+206.2% | $68,368+222.8% | $137,256+60.8% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.0%+9.5pp |
| Annual return | 11.76% | 353.14%-341.4pp | 292.57%-280.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $11,548 | $2,788+314.2% | $2,649+336.0% | $4,156+177.9% |
| Participant deferral / active EE | $5,539 | $4,410+25.6% | $4,123+34.3% | $6,407-13.6% |
| Admin fee / account holder | $5,977 | $5,336+12.0% | $5,150+16.1% | $12,270-51.3% |