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 9-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 | $189,343 | $98,463+92.3% | $119,258+58.8% | $85,850+120.6% |
| Participation rate | 92.5% | 77.6%+14.8pp | 82.7%+9.7pp | 69.3%+23.1pp |
| Annual return | 10.29% | 38.53%-28.2pp | 30.69%-20.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $5,241 | $3,698+41.7% | $4,384+19.5% | $2,565+104.3% |
| Participant deferral / active EE | $12,901 | $4,942+161.0% | $6,111+111.1% | $3,952+226.5% |
| Admin fee / account holder | $20,361 | $7,493+171.7% | $7,226+181.8% | $6,260+225.3% |