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 | $135,686 | $102,317+32.6% | $146,958-7.7% | $80,856+67.8% |
| Participation rate | 78.6% | 75.8%+2.7pp | 82.2%-3.6pp | 67.6%+10.9pp |
| Annual return | 11.74% | 134.76%-123.0pp | 418.34%-406.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,200 | $3,713-40.7% | $4,933-55.4% | $2,755-20.1% |
| Participant deferral / active EE | $5,990 | $6,644-9.8% | $8,070-25.8% | $4,296+39.4% |
| Admin fee / account holder | $22,834 | $7,941+187.5% | $12,998+75.7% | $6,918+230.1% |