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 | $219,547 | $105,181+108.7% | $159,436+37.7% | $85,850+155.7% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 11.43% | 45.07%-33.6pp | 263.57%-252.1pp | 318.53%-307.1pp |
| Employer contribution / active EE | $4,104 | $3,318+23.7% | $4,829-15.0% | $2,565+60.0% |
| Participant deferral / active EE | $6,134 | $5,945+3.2% | $7,352-16.6% | $3,952+55.2% |
| Admin fee / account holder | $10,792 | $6,933+55.7% | $10,799-0.1% | $6,260+72.4% |