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 | $196,312 | $102,317+91.9% | $146,958+33.6% | $80,856+142.8% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | 10.22% | 134.76%-124.5pp | 418.34%-408.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $5,050 | $3,713+36.0% | $4,933+2.4% | $2,755+83.3% |
| Participant deferral / active EE | $15,386 | $6,644+131.6% | $8,070+90.7% | $4,296+258.2% |
| Admin fee / account holder | $5,322 | $7,941-33.0% | $12,998-59.1% | $6,918-23.1% |