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 | $142,077 | $77,899+82.4% | $149,673-5.1% | $75,163+89.0% |
| Participation rate | 71.9% | 65.6%+6.3pp | 78.8%-6.9pp | 67.2%+4.7pp |
| Annual return | 12.57% | 31.72%-19.1pp | 134.42%-121.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $5,863 | $3,137+86.9% | $4,818+21.7% | $2,670+119.6% |
| Participant deferral / active EE | $8,745 | $3,411+156.4% | $5,680+54.0% | $4,125+112.0% |
| Admin fee / account holder | $32,598 | $5,956+447.3% | $13,210+146.8% | $5,651+476.9% |