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 | $189,384 | $114,381+65.6% | $107,525+76.1% | $142,382+33.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.37% | 242.71%-233.3pp | 181.32%-171.9pp | 217.08%-207.7pp |
| Employer contribution / active EE | $2,244 | $4,015-44.1% | $3,754-40.2% | $4,299-47.8% |
| Participant deferral / active EE | $11,065 | $5,564+98.9% | $5,116+116.3% | $6,507+70.0% |
| Admin fee / account holder | $790 | $9,860-92.0% | $8,919-91.1% | $12,624-93.7% |