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 | $245,657 | $105,181+133.6% | $159,436+54.1% | $85,850+186.1% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.8%+5.7pp | 69.3%+19.2pp |
| Annual return | 12.13% | 45.07%-32.9pp | 263.57%-251.4pp | 318.53%-306.4pp |
| Employer contribution / active EE | $4,030 | $3,318+21.4% | $4,829-16.6% | $2,565+57.1% |
| Participant deferral / active EE | $8,311 | $5,945+39.8% | $7,352+13.0% | $3,952+110.3% |
| Admin fee / account holder | $18,804 | $6,933+171.2% | $10,799+74.1% | $6,260+200.4% |