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 | $162,991 | $137,414+18.6% | $189,513-14.0% | $85,850+89.9% |
| Participation rate | 94.9% | 84.6%+10.3pp | 87.8%+7.1pp | 69.3%+25.6pp |
| Annual return | 11.39% | 38.14%-26.8pp | 555.15%-543.8pp | 318.53%-307.1pp |
| Employer contribution / active EE | $2,986 | $4,344-31.3% | $6,162-51.5% | $2,565+16.4% |
| Participant deferral / active EE | $6,961 | $6,260+11.2% | $8,221-15.3% | $3,952+76.2% |
| Admin fee / account holder | $7,290 | $8,630-15.5% | $12,045-39.5% | $6,260+16.5% |