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 | $187,601 | $105,181+78.4% | $159,436+17.7% | $85,850+118.5% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.8%+5.6pp | 69.3%+19.1pp |
| Annual return | 12.27% | 45.07%-32.8pp | 263.57%-251.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $2,248 | $3,318-32.3% | $4,829-53.5% | $2,565-12.4% |
| Participant deferral / active EE | $5,697 | $5,945-4.2% | $7,352-22.5% | $3,952+44.2% |
| Admin fee / account holder | $6,270 | $6,933-9.6% | $10,799-41.9% | $6,260+0.2% |