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 9-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 | $124,562 | $84,233+47.9% | $170,442-26.9% | $70,131+77.6% |
| Participation rate | 95.3% | 70.8%+24.5pp | 83.6%+11.8pp | 69.5%+25.8pp |
| Annual return | 10.89% | 23.06%-12.2pp | 205.93%-195.0pp | 73.14%-62.3pp |
| Employer contribution / active EE | $6,704 | $3,387+97.9% | $5,433+23.4% | $2,342+186.2% |
| Participant deferral / active EE | $2,995 | $3,086-2.9% | $4,939-39.4% | $3,332-10.1% |
| Admin fee / account holder | $13,067 | $5,698+129.3% | $13,880-5.9% | $4,645+181.3% |