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 | $140,295 | $98,750+42.1% | $149,696-6.3% | $79,858+75.7% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 12.03% | 27.43%-15.4pp | 276.60%-264.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $2,164 | $3,216-32.7% | $4,644-53.4% | $2,471-12.4% |
| Participant deferral / active EE | $6,282 | $5,680+10.6% | $6,842-8.2% | $3,740+68.0% |
| Admin fee / account holder | $28,874 | $6,053+377.1% | $9,309+210.2% | $5,306+444.2% |