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 | $141,461 | $85,766+64.9% | $136,294+3.8% | $70,131+101.7% |
| Participation rate | 91.4% | 74.2%+17.3pp | 81.9%+9.5pp | 69.5%+21.9pp |
| Annual return | 13.83% | 31.45%-17.6pp | 5155.94%-5142.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $10,137 | $2,966+241.8% | $4,695+115.9% | $2,342+332.8% |
| Participant deferral / active EE | $10,383 | $5,051+105.5% | $6,247+66.2% | $3,332+211.6% |
| Admin fee / account holder | $5,854 | $5,420+8.0% | $9,243-36.7% | $4,645+26.0% |