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 | $177,572+22.5% | $154,803+40.6% | $142,382+52.8% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 10.22% | 65.07%-54.8pp | 58.88%-48.7pp | 217.08%-206.9pp |
| Employer contribution / active EE | $9,628 | $4,810+100.1% | $4,305+123.6% | $4,299+123.9% |
| Participant deferral / active EE | $13,667 | $6,272+117.9% | $5,540+146.7% | $6,507+110.0% |
| Admin fee / account holder | $9,688 | $16,786-42.3% | $14,329-32.4% | $12,624-23.3% |