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 9-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 | $124,343 | $82,978+49.9% | $129,995-4.3% | $71,457+74.0% |
| Participation rate | 86.2% | 74.1%+12.1pp | 78.5%+7.7pp | 67.9%+18.3pp |
| Annual return | 13.11% | 20.60%-7.5pp | -137.18%+150.3pp | 28.85%-15.7pp |
| Employer contribution / active EE | $9,995 | $2,622+281.2% | $4,320+131.4% | $2,588+286.2% |
| Participant deferral / active EE | $2,302 | $4,432-48.0% | $5,820-60.4% | $4,289-46.3% |
| Admin fee / account holder | $2,547 | $1,729+47.3% | $10,614-76.0% | $1,587+60.5% |