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 | $189,383 | $172,111+10.0% | $150,298+26.0% | $137,256+38.0% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 8.62% | 69.37%-60.8pp | 62.79%-54.2pp | 220.34%-211.7pp |
| Employer contribution / active EE | $6,228 | $4,636+34.3% | $4,154+49.9% | $4,156+49.8% |
| Participant deferral / active EE | $4,206 | $6,166-31.8% | $5,453-22.9% | $6,407-34.3% |
| Admin fee / account holder | $170,398 | $16,471+934.5% | $14,116+1107.1% | $12,270+1288.7% |