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 | $188,955 | $68,346+176.5% | $94,646+99.6% | $75,163+151.4% |
| Participation rate | 90.6% | 76.1%+14.5pp | 80.8%+9.8pp | 67.2%+23.4pp |
| Annual return | 12.74% | 616.93%-604.2pp | 156.71%-144.0pp | 160.62%-147.9pp |
| Employer contribution / active EE | $2,922 | $2,701+8.2% | $3,672-20.4% | $2,670+9.5% |
| Participant deferral / active EE | $8,555 | $6,537+30.9% | $7,418+15.3% | $4,125+107.4% |
| Admin fee / account holder | $5,554 | $5,326+4.3% | $7,231-23.2% | $5,651-1.7% |