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 | $137,370 | $85,202+61.2% | $172,739-20.5% | $72,985+88.2% |
| Participation rate | 97.4% | 70.1%+27.4pp | 82.6%+14.8pp | 69.5%+27.9pp |
| Annual return | 15.96% | 27.32%-11.4pp | 802.84%-786.9pp | 81.00%-65.0pp |
| Employer contribution / active EE | $5,573 | $3,324+67.6% | $5,143+8.4% | $2,440+128.4% |
| Participant deferral / active EE | $4,971 | $3,260+52.5% | $5,198-4.4% | $3,607+37.8% |
| Admin fee / account holder | $47,961 | $5,884+715.1% | $13,954+243.7% | $5,124+835.9% |