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 | $190,608 | $127,065+50.0% | $113,168+68.4% | $142,382+33.9% |
| Participation rate | 89.5% | 79.2%+10.3pp | 76.6%+12.9pp | 80.1%+9.4pp |
| Annual return | 9.87% | 24.03%-14.2pp | 24.27%-14.4pp | 217.08%-207.2pp |
| Employer contribution / active EE | $4,432 | $3,442+28.8% | $2,975+49.0% | $4,299+3.1% |
| Participant deferral / active EE | $6,718 | $5,716+17.5% | $5,107+31.5% | $6,507+3.2% |
| Admin fee / account holder | $26,193 | $15,736+66.5% | $12,068+117.1% | $12,624+107.5% |