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 | $212,572 | $105,181+102.1% | $159,436+33.3% | $85,850+147.6% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.8%+2.9pp | 69.3%+16.4pp |
| Annual return | 11.11% | 45.07%-34.0pp | 263.57%-252.5pp | 318.53%-307.4pp |
| Employer contribution / active EE | $4,468 | $3,318+34.6% | $4,829-7.5% | $2,565+74.2% |
| Participant deferral / active EE | $8,280 | $5,945+39.3% | $7,352+12.6% | $3,952+109.5% |
| Admin fee / account holder | $12,232 | $6,933+76.4% | $10,799+13.3% | $6,260+95.4% |