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 | $200,114 | $114,381+75.0% | $107,525+86.1% | $142,382+40.5% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 9.81% | 242.71%-232.9pp | 181.32%-171.5pp | 217.08%-207.3pp |
| Employer contribution / active EE | $18,211 | $4,015+353.6% | $3,754+385.2% | $4,299+323.6% |
| Participant deferral / active EE | $14,671 | $5,564+163.7% | $5,116+186.8% | $6,507+125.5% |
| Admin fee / account holder | $8,086 | $9,860-18.0% | $8,919-9.3% | $12,624-35.9% |