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 | $149,105 | $102,317+45.7% | $146,958+1.5% | $80,856+84.4% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.2%+10.4pp | 67.6%+25.0pp |
| Annual return | 10.59% | 134.76%-124.2pp | 418.34%-407.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $7,222 | $3,713+94.5% | $4,933+46.4% | $2,755+162.2% |
| Participant deferral / active EE | $10,962 | $6,644+65.0% | $8,070+35.8% | $4,296+155.2% |
| Admin fee / account holder | $38,831 | $7,941+389.0% | $12,998+198.7% | $6,918+461.3% |