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 | $125,786 | $56,053+124.4% | $75,972+65.6% | $80,856+55.6% |
| Participation rate | 93.3% | 62.0%+31.3pp | 69.1%+24.3pp | 67.6%+25.7pp |
| Annual return | 3.57% | 20.53%-17.0pp | 359.55%-356.0pp | 35.59%-32.0pp |
| Employer contribution / active EE | $5,833 | $1,874+211.3% | $2,685+117.3% | $2,755+111.7% |
| Participant deferral / active EE | $6,063 | $3,052+98.7% | $4,255+42.5% | $4,296+41.1% |
| Admin fee / account holder | $20,634 | $5,234+294.3% | $6,467+219.1% | $6,918+198.3% |