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 | $180,950 | $100,041+80.9% | $149,718+20.9% | $70,131+158.0% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.1%+9.2pp | 69.5%+26.8pp |
| Annual return | 9.37% | 27.43%-18.1pp | 1501.63%-1492.3pp | 73.14%-63.8pp |
| Employer contribution / active EE | $7,113 | $3,662+94.2% | $5,445+30.6% | $2,342+203.6% |
| Participant deferral / active EE | $10,682 | $4,983+114.4% | $6,569+62.6% | $3,332+220.6% |
| Admin fee / account holder | $2,672 | $8,286-67.8% | $11,283-76.3% | $4,645-42.5% |