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 | $187,661 | $58,208+222.4% | $81,812+129.4% | $80,856+132.1% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.3%+23.7pp | 67.6%+28.4pp |
| Annual return | 9.50% | 41.66%-32.2pp | 773.79%-764.3pp | 35.59%-26.1pp |
| Employer contribution / active EE | $3,611 | $2,340+54.3% | $2,912+24.0% | $2,755+31.1% |
| Participant deferral / active EE | $3,502 | $3,281+6.7% | $4,319-18.9% | $4,296-18.5% |
| Admin fee / account holder | $552 | $4,981-88.9% | $7,386-92.5% | $6,918-92.0% |