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 | $202,305 | $175,202+15.5% | $149,673+35.2% | $139,434+45.1% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 8.45% | 166.71%-158.3pp | 134.42%-126.0pp | 372.94%-364.5pp |
| Employer contribution / active EE | $8,396 | $5,474+53.4% | $4,818+74.3% | $4,751+76.7% |
| Participant deferral / active EE | $8,135 | $6,519+24.8% | $5,680+43.2% | $6,710+21.2% |
| Admin fee / account holder | $1,184 | $16,150-92.7% | $13,210-91.0% | $11,403-89.6% |