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 | $118,867 | $102,317+16.2% | $146,958-19.1% | $80,856+47.0% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 11.45% | 134.76%-123.3pp | 418.34%-406.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,416 | $3,713-34.9% | $4,933-51.0% | $2,755-12.3% |
| Participant deferral / active EE | $10,412 | $6,644+56.7% | $8,070+29.0% | $4,296+142.4% |
| Admin fee / account holder | $25,893 | $7,941+226.1% | $12,998+99.2% | $6,918+274.3% |