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 | $154,308 | $137,414+12.3% | $189,513-18.6% | $85,850+79.7% |
| Participation rate | 94.7% | 84.6%+10.1pp | 87.8%+6.9pp | 69.3%+25.4pp |
| Annual return | 2.49% | 38.14%-35.7pp | 555.15%-552.7pp | 318.53%-316.0pp |
| Employer contribution / active EE | $8,589 | $4,344+97.7% | $6,162+39.4% | $2,565+234.9% |
| Participant deferral / active EE | $3,820 | $6,260-39.0% | $8,221-53.5% | $3,952-3.3% |
| Admin fee / account holder | $17,086 | $8,630+98.0% | $12,045+41.9% | $6,260+172.9% |