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 | $194,056 | $98,750+96.5% | $149,696+29.6% | $79,858+143.0% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+27.9pp |
| Annual return | 10.92% | 27.43%-16.5pp | 276.60%-265.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $5,475 | $3,216+70.2% | $4,644+17.9% | $2,471+121.6% |
| Participant deferral / active EE | $10,542 | $5,680+85.6% | $6,842+54.1% | $3,740+181.9% |
| Admin fee / account holder | $2,816 | $6,053-53.5% | $9,309-69.7% | $5,306-46.9% |