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 | $221,594 | $80,968+173.7% | $96,544+129.5% | $75,163+194.8% |
| Participation rate | 98.5% | 71.8%+26.8pp | 76.0%+22.6pp | 67.2%+31.3pp |
| Annual return | 9.15% | 27.06%-17.9pp | 25.84%-16.7pp | 160.62%-151.5pp |
| Employer contribution / active EE | $3,824 | $2,282+67.6% | $2,965+29.0% | $2,670+43.2% |
| Participant deferral / active EE | $4,075 | $3,928+3.7% | $4,851-16.0% | $4,125-1.2% |
| Admin fee / account holder | $12,939 | $6,724+92.4% | $8,252+56.8% | $5,651+129.0% |