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 | $191,065 | $105,181+81.7% | $159,436+19.8% | $85,850+122.6% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 10.26% | 45.07%-34.8pp | 263.57%-253.3pp | 318.53%-308.3pp |
| Employer contribution / active EE | $14,445 | $3,318+335.3% | $4,829+199.1% | $2,565+463.2% |
| Participant deferral / active EE | $8,782 | $5,945+47.7% | $7,352+19.4% | $3,952+122.2% |
| Admin fee / account holder | $16,296 | $6,933+135.0% | $10,799+50.9% | $6,260+160.3% |