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 | $184,291 | $154,228+19.5% | $145,433+26.7% | $137,256+34.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.84% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $2,087 | $4,804-56.6% | $4,554-54.2% | $4,156-49.8% |
| Participant deferral / active EE | $9,975 | $8,216+21.4% | $7,897+26.3% | $6,407+55.7% |
| Admin fee / account holder | $36,332 | $14,344+153.3% | $13,129+176.7% | $12,270+196.1% |