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 | $129,899 | $102,317+27.0% | $146,958-11.6% | $80,856+60.7% |
| Participation rate | 93.4% | 75.8%+17.6pp | 82.2%+11.3pp | 67.6%+25.8pp |
| Annual return | 11.14% | 134.76%-123.6pp | 418.34%-407.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $5,091 | $3,713+37.1% | $4,933+3.2% | $2,755+84.8% |
| Participant deferral / active EE | $5,850 | $6,644-11.9% | $8,070-27.5% | $4,296+36.2% |
| Admin fee / account holder | $12,625 | $7,941+59.0% | $12,998-2.9% | $6,918+82.5% |