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 5-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 | $221,184 | $102,317+116.2% | $146,958+50.5% | $80,856+173.6% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 10.95% | 134.76%-123.8pp | 418.34%-407.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $4,103 | $3,713+10.5% | $4,933-16.8% | $2,755+48.9% |
| Participant deferral / active EE | $6,239 | $6,644-6.1% | $8,070-22.7% | $4,296+45.2% |
| Admin fee / account holder | $6,604 | $7,941-16.8% | $12,998-49.2% | $6,918-4.5% |