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 | $191,699 | $106,515+80.0% | $96,683+98.3% | $139,434+37.5% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.3%+20.1pp | 80.3%+14.1pp |
| Annual return | 10.74% | 38.43%-27.7pp | 35.69%-25.0pp | 372.94%-362.2pp |
| Employer contribution / active EE | $2,222 | $4,103-45.8% | $3,737-40.5% | $4,751-53.2% |
| Participant deferral / active EE | $7,604 | $5,454+39.4% | $4,878+55.9% | $6,710+13.3% |
| Admin fee / account holder | $10,228 | $7,877+29.9% | $6,730+52.0% | $11,403-10.3% |