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 | $217,727 | $175,202+24.3% | $149,673+45.5% | $139,434+56.2% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 6.96% | 166.71%-159.7pp | 134.42%-127.5pp | 372.94%-366.0pp |
| Employer contribution / active EE | $5,116 | $5,474-6.5% | $4,818+6.2% | $4,751+7.7% |
| Participant deferral / active EE | $8,884 | $6,519+36.3% | $5,680+56.4% | $6,710+32.4% |
| Admin fee / account holder | $22,401 | $16,150+38.7% | $13,210+69.6% | $11,403+96.5% |