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 | $192,666 | $175,202+10.0% | $149,673+28.7% | $139,434+38.2% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 10.35% | 166.71%-156.4pp | 134.42%-124.1pp | 372.94%-362.6pp |
| Employer contribution / active EE | $2,836 | $5,474-48.2% | $4,818-41.1% | $4,751-40.3% |
| Participant deferral / active EE | $9,836 | $6,519+50.9% | $5,680+73.2% | $6,710+46.6% |
| Admin fee / account holder | $92,804 | $16,150+474.6% | $13,210+602.5% | $11,403+713.9% |