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 | $160,246 | $77,899+105.7% | $149,673+7.1% | $75,163+113.2% |
| Participation rate | 86.8% | 65.6%+21.3pp | 78.8%+8.1pp | 67.2%+19.7pp |
| Annual return | 10.08% | 31.72%-21.6pp | 134.42%-124.3pp | 160.62%-150.5pp |
| Employer contribution / active EE | $21,502 | $3,137+585.4% | $4,818+346.3% | $2,670+705.4% |
| Participant deferral / active EE | $20,782 | $3,411+509.3% | $5,680+265.9% | $4,125+403.8% |
| Admin fee / account holder | $20,663 | $5,956+246.9% | $13,210+56.4% | $5,651+265.7% |