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 | $140,762 | $58,208+141.8% | $81,812+72.1% | $80,856+74.1% |
| Participation rate | 85.1% | 63.4%+21.7pp | 72.3%+12.8pp | 67.6%+17.5pp |
| Annual return | 10.67% | 41.66%-31.0pp | 773.79%-763.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $3,892 | $2,340+66.3% | $2,912+33.6% | $2,755+41.3% |
| Participant deferral / active EE | $6,949 | $3,281+111.8% | $4,319+60.9% | $4,296+61.8% |
| Admin fee / account holder | $6,677 | $4,981+34.0% | $7,386-9.6% | $6,918-3.5% |