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 | $136,297 | $58,208+134.2% | $81,812+66.6% | $80,856+68.6% |
| Participation rate | 82.1% | 63.4%+18.7pp | 72.3%+9.8pp | 67.6%+14.5pp |
| Annual return | 10.14% | 41.66%-31.5pp | 773.79%-763.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $7,252 | $2,340+209.9% | $2,912+149.0% | $2,755+163.2% |
| Participant deferral / active EE | $4,875 | $3,281+48.6% | $4,319+12.9% | $4,296+13.5% |
| Admin fee / account holder | $4,215 | $4,981-15.4% | $7,386-42.9% | $6,918-39.1% |