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 | $221,667 | $102,317+116.6% | $146,958+50.8% | $80,856+174.1% |
| Participation rate | 72.2% | 75.8%-3.6pp | 82.2%-9.9pp | 67.6%+4.6pp |
| Annual return | 8.13% | 134.76%-126.6pp | 418.34%-410.2pp | 35.59%-27.5pp |
| Employer contribution / active EE | $2,552 | $3,713-31.3% | $4,933-48.3% | $2,755-7.4% |
| Participant deferral / active EE | $8,506 | $6,644+28.0% | $8,070+5.4% | $4,296+98.0% |
| Admin fee / account holder | $9,260 | $7,941+16.6% | $12,998-28.8% | $6,918+33.9% |