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 7-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 | $190,459 | $117,983+61.4% | $101,794+87.1% | $142,382+33.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 9.92% | 36.92%-27.0pp | 30.53%-20.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $12,893 | $2,773+365.0% | $2,289+463.3% | $4,299+199.9% |
| Participant deferral / active EE | $6,840 | $4,714+45.1% | $4,084+67.5% | $6,507+5.1% |
| Admin fee / account holder | $846 | $10,433-91.9% | $8,777-90.4% | $12,624-93.3% |