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 | $233,469 | $114,381+104.1% | $107,525+117.1% | $142,382+64.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 10.10% | 242.71%-232.6pp | 181.32%-171.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $4,447 | $4,015+10.8% | $3,754+18.5% | $4,299+3.4% |
| Participant deferral / active EE | $16,275 | $5,564+192.5% | $5,116+218.1% | $6,507+150.1% |
| Admin fee / account holder | $40,082 | $9,860+306.5% | $8,919+349.4% | $12,624+217.5% |