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 | $185,144 | $137,414+34.7% | $189,513-2.3% | $85,850+115.7% |
| Participation rate | 90.2% | 84.6%+5.6pp | 87.8%+2.4pp | 69.3%+20.9pp |
| Annual return | 11.25% | 38.14%-26.9pp | 555.15%-543.9pp | 318.53%-307.3pp |
| Employer contribution / active EE | $2,360 | $4,344-45.7% | $6,162-61.7% | $2,565-8.0% |
| Participant deferral / active EE | $4,845 | $6,260-22.6% | $8,221-41.1% | $3,952+22.6% |
| Admin fee / account holder | $8,201 | $8,630-5.0% | $12,045-31.9% | $6,260+31.0% |