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 | $133,977 | $80,753+65.9% | $136,294-1.7% | $62,292+115.1% |
| Participation rate | 97.1% | 73.5%+23.5pp | 81.9%+15.1pp | 69.5%+27.5pp |
| Annual return | 13.58% | 35.83%-22.2pp | 5155.94%-5142.4pp | 28.90%-15.3pp |
| Employer contribution / active EE | $7,989 | $2,884+177.0% | $4,695+70.1% | $2,042+291.2% |
| Participant deferral / active EE | $3,386 | $5,164-34.4% | $6,247-45.8% | $3,169+6.8% |
| Admin fee / account holder | $2,676 | $525+409.3% | $9,243-71.0% | $479+458.3% |