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 | $190,254 | $137,414+38.5% | $189,513+0.4% | $85,850+121.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 10.89% | 38.14%-27.3pp | 555.15%-544.3pp | 318.53%-307.6pp |
| Employer contribution / active EE | $2,871 | $4,344-33.9% | $6,162-53.4% | $2,565+11.9% |
| Participant deferral / active EE | $5,801 | $6,260-7.3% | $8,221-29.4% | $3,952+46.8% |
| Admin fee / account holder | $1,709 | $8,630-80.2% | $12,045-85.8% | $6,260-72.7% |