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 | $178,127 | $114,381+55.7% | $107,525+65.7% | $142,382+25.1% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 9.09% | 242.71%-233.6pp | 181.32%-172.2pp | 217.08%-208.0pp |
| Employer contribution / active EE | $4,299 | $4,015+7.1% | $3,754+14.5% | $4,2990% |
| Participant deferral / active EE | $4,724 | $5,564-15.1% | $5,116-7.7% | $6,507-27.4% |
| Admin fee / account holder | $25,630 | $9,860+159.9% | $8,919+187.4% | $12,624+103.0% |