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 | $137,769 | $91,538+50.5% | $129,995+6.0% | $75,163+83.3% |
| Participation rate | 94.5% | 71.4%+23.1pp | 78.5%+16.0pp | 67.2%+27.3pp |
| Annual return | 8.89% | -631.11%+640.0pp | -137.18%+146.1pp | 160.62%-151.7pp |
| Employer contribution / active EE | $5,567 | $2,845+95.6% | $4,320+28.9% | $2,670+108.5% |
| Participant deferral / active EE | $3,996 | $4,341-7.9% | $5,820-31.3% | $4,125-3.1% |
| Admin fee / account holder | $6,359 | $6,790-6.3% | $10,614-40.1% | $5,651+12.5% |