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 | $158,135 | $105,181+50.3% | $159,436-0.8% | $85,850+84.2% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 12.51% | 45.07%-32.6pp | 263.57%-251.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $5,405 | $3,318+62.9% | $4,829+11.9% | $2,565+110.7% |
| Participant deferral / active EE | $9,852 | $5,945+65.7% | $7,352+34.0% | $3,952+149.3% |
| Admin fee / account holder | $14,618 | $6,933+110.8% | $10,799+35.4% | $6,260+133.5% |