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 | $217,601 | $172,111+26.4% | $150,298+44.8% | $137,256+58.5% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 10.22% | 69.37%-59.2pp | 62.79%-52.6pp | 220.34%-210.1pp |
| Employer contribution / active EE | $9,628 | $4,636+107.7% | $4,154+131.8% | $4,156+131.7% |
| Participant deferral / active EE | $13,667 | $6,166+121.7% | $5,453+150.6% | $6,407+113.3% |
| Admin fee / account holder | $9,688 | $16,471-41.2% | $14,116-31.4% | $12,270-21.0% |