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 | $141,157 | $102,317+38.0% | $146,958-3.9% | $80,856+74.6% |
| Participation rate | 93.6% | 75.8%+17.8pp | 82.2%+11.5pp | 67.6%+26.0pp |
| Annual return | 7.02% | 134.76%-127.7pp | 418.34%-411.3pp | 35.59%-28.6pp |
| Employer contribution / active EE | $2,146 | $3,713-42.2% | $4,933-56.5% | $2,755-22.1% |
| Participant deferral / active EE | $8,592 | $6,644+29.3% | $8,070+6.5% | $4,296+100.0% |
| Admin fee / account holder | $65,213 | $7,941+721.2% | $12,998+401.7% | $6,918+842.7% |