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 | $208,898 | $88,672+135.6% | $105,223+98.5% | $82,448+153.4% |
| Participation rate | 92.2% | 67.9%+24.2pp | 75.0%+17.1pp | 68.1%+24.1pp |
| Annual return | 11.80% | 30.86%-19.1pp | 180.65%-168.9pp | 41.64%-29.8pp |
| Employer contribution / active EE | $8,825 | $3,048+189.5% | $3,689+139.2% | $2,551+245.9% |
| Participant deferral / active EE | $5,416 | $4,036+34.2% | $5,072+6.8% | $4,139+30.8% |
| Admin fee / account holder | $7,600 | $7,146+6.4% | $8,859-14.2% | $7,234+5.1% |