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 | $200,273 | $106,584+87.9% | $101,326+97.7% | $142,382+40.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 81.5%+7.4pp | 80.1%+8.8pp |
| Annual return | 12.10% | 36.93%-24.8pp | 36.82%-24.7pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,679 | $3,956-57.6% | $3,665-54.2% | $4,299-60.9% |
| Participant deferral / active EE | $11,683 | $8,297+40.8% | $7,994+46.1% | $6,507+79.5% |
| Admin fee / account holder | $4,314 | $11,446-62.3% | $11,185-61.4% | $12,624-65.8% |