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 | $121,089 | $102,317+18.3% | $146,958-17.6% | $80,856+49.8% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 11.58% | 134.76%-123.2pp | 418.34%-406.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $4,030 | $3,713+8.5% | $4,933-18.3% | $2,755+46.3% |
| Participant deferral / active EE | $10,565 | $6,644+59.0% | $8,070+30.9% | $4,296+145.9% |
| Admin fee / account holder | $23,320 | $7,941+193.7% | $12,998+79.4% | $6,918+237.1% |