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 | $202,807 | $98,463+106.0% | $119,258+70.1% | $85,850+136.2% |
| Participation rate | 98.9% | 77.6%+21.3pp | 82.7%+16.1pp | 69.3%+29.5pp |
| Annual return | 11.60% | 38.53%-26.9pp | 30.69%-19.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,906 | $3,698-21.4% | $4,384-33.7% | $2,565+13.3% |
| Participant deferral / active EE | $7,125 | $4,942+44.2% | $6,111+16.6% | $3,952+80.3% |
| Admin fee / account holder | $13,911 | $7,493+85.7% | $7,226+92.5% | $6,260+122.2% |