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 | $137,186 | $105,181+30.4% | $159,436-14.0% | $85,850+59.8% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.8%+10.9pp | 69.3%+24.4pp |
| Annual return | 10.26% | 45.07%-34.8pp | 263.57%-253.3pp | 318.53%-308.3pp |
| Employer contribution / active EE | $4,054 | $3,318+22.2% | $4,829-16.1% | $2,565+58.0% |
| Participant deferral / active EE | $7,927 | $5,945+33.4% | $7,352+7.8% | $3,952+100.6% |
| Admin fee / account holder | $14,285 | $6,933+106.0% | $10,799+32.3% | $6,260+128.2% |