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 | $132,257 | $63,346+108.8% | $92,233+43.4% | $70,131+88.6% |
| Participation rate | 97.1% | 68.7%+28.4pp | 76.5%+20.6pp | 69.5%+27.5pp |
| Annual return | 11.93% | 530.12%-518.2pp | 176.28%-164.4pp | 73.14%-61.2pp |
| Employer contribution / active EE | $4,072 | $2,471+64.8% | $3,679+10.7% | $2,342+73.8% |
| Participant deferral / active EE | $6,755 | $2,854+136.7% | $3,897+73.3% | $3,332+102.7% |
| Admin fee / account holder | $33,328 | $3,840+767.9% | $5,194+541.7% | $4,645+617.5% |