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 | $176,985 | $105,181+68.3% | $159,436+11.0% | $85,850+106.2% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.8%+4.4pp | 69.3%+17.9pp |
| Annual return | 11.55% | 45.07%-33.5pp | 263.57%-252.0pp | 318.53%-307.0pp |
| Employer contribution / active EE | $2,337 | $3,318-29.6% | $4,829-51.6% | $2,565-8.9% |
| Participant deferral / active EE | $5,753 | $5,945-3.2% | $7,352-21.8% | $3,952+45.6% |
| Admin fee / account holder | $5,939 | $6,933-14.3% | $10,799-45.0% | $6,260-5.1% |