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 | $188,776 | $95,416+97.8% | $185,823+1.6% | $85,850+119.9% |
| Participation rate | 89.7% | 68.8%+20.9pp | 81.7%+8.0pp | 69.3%+20.3pp |
| Annual return | 7.85% | 23.59%-15.7pp | 122.05%-114.2pp | 318.53%-310.7pp |
| Employer contribution / active EE | $2,233 | $3,314-32.6% | $5,167-56.8% | $2,565-12.9% |
| Participant deferral / active EE | $4,227 | $3,423+23.5% | $5,568-24.1% | $3,952+7.0% |
| Admin fee / account holder | $1,422 | $7,213-80.3% | $16,237-91.2% | $6,260-77.3% |