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 | $161,696 | $107,334+50.6% | $92,893+74.1% | $152,861+5.8% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.4%+12.0pp |
| Annual return | 11.80% | 145.58%-133.8pp | 109.41%-97.6pp | 345.32%-333.5pp |
| Employer contribution / active EE | $9,659 | $4,221+128.8% | $3,653+164.4% | $4,762+102.8% |
| Participant deferral / active EE | $5,969 | $4,845+23.2% | $4,236+40.9% | $5,850+2.0% |
| Admin fee / account holder | $8,883 | $7,079+25.5% | $5,794+53.3% | $11,596-23.4% |