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 | $194,425 | $154,228+26.1% | $145,433+33.7% | $137,256+41.7% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.5pp | 80.0%+15.7pp |
| Annual return | 12.36% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,898 | $4,804-39.7% | $4,554-36.4% | $4,156-30.3% |
| Participant deferral / active EE | $7,526 | $8,216-8.4% | $7,897-4.7% | $6,407+17.5% |
| Admin fee / account holder | $18,789 | $14,344+31.0% | $13,129+43.1% | $12,270+53.1% |