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 | $112,485 | $97,125+15.8% | $86,233+30.4% | $137,256-18.0% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.0%+24.3pp | 80.0%+13.4pp |
| Annual return | 7.77% | 74.19%-66.4pp | 61.39%-53.6pp | 220.34%-212.6pp |
| Employer contribution / active EE | $10,898 | $2,841+283.6% | $2,504+335.2% | $4,156+162.2% |
| Participant deferral / active EE | $15,415 | $5,180+197.6% | $4,559+238.1% | $6,407+140.6% |
| Admin fee / account holder | $154,298 | $9,725+1486.7% | $8,342+1749.6% | $12,270+1157.5% |