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 | $139,788 | $65,365+113.9% | $92,893+50.5% | $72,985+91.5% |
| Participation rate | 97.4% | 68.3%+29.1pp | 76.0%+21.4pp | 69.5%+27.9pp |
| Annual return | 12.44% | 42.10%-29.7pp | 109.41%-97.0pp | 81.00%-68.6pp |
| Employer contribution / active EE | $7,516 | $2,594+189.7% | $3,653+105.8% | $2,440+208.1% |
| Participant deferral / active EE | $7,026 | $3,128+124.6% | $4,236+65.9% | $3,607+94.8% |
| Admin fee / account holder | $4,249 | $4,251-0.1% | $5,794-26.7% | $5,124-17.1% |