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 | $114,027 | $81,208+40.4% | $98,907+15.3% | $79,858+42.8% |
| Participation rate | 80.6% | 72.5%+8.1pp | 76.0%+4.6pp | 69.6%+11.0pp |
| Annual return | 5.63% | 60.99%-55.4pp | 196.43%-190.8pp | 31.71%-26.1pp |
| Employer contribution / active EE | $4,443 | $1,960+126.7% | $2,689+65.2% | $2,471+79.8% |
| Participant deferral / active EE | $9,179 | $3,265+181.1% | $4,244+116.3% | $3,740+145.4% |
| Admin fee / account holder | $67,194 | $6,013+1017.5% | $6,642+911.7% | $5,306+1166.3% |