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 | $102,382+91.7% | $147,005+33.5% | $80,874+142.7% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | 10.22% | 134.89%-124.7pp | 418.76%-408.5pp | 35.62%-25.4pp |
| Employer contribution / active EE | $5,050 | $3,715+35.9% | $4,934+2.4% | $2,756+83.3% |
| Participant deferral / active EE | $15,386 | $6,646+131.5% | $8,070+90.7% | $4,297+258.1% |
| Admin fee / account holder | $5,322 | $7,942-33.0% | $13,006-59.1% | $6,935-23.3% |