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 | $175,083 | $89,355+95.9% | $141,162+24.0% | $72,985+139.9% |
| Participation rate | 98.6% | 75.1%+23.5pp | 82.5%+16.2pp | 69.5%+29.1pp |
| Annual return | 17.62% | 111.85%-94.2pp | 71.39%-53.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $3,339 | $3,114+7.2% | $4,735-29.5% | $2,440+36.8% |
| Participant deferral / active EE | $10,277 | $5,418+89.7% | $6,709+53.2% | $3,607+184.9% |
| Admin fee / account holder | $1,495 | $5,958-74.9% | $10,261-85.4% | $5,124-70.8% |