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 | $120,897 | $74,888+61.4% | $71,209+69.8% | $142,382-15.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 10.26% | 345.14%-334.9pp | 282.51%-272.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $10,669 | $2,854+273.8% | $2,721+292.1% | $4,299+148.2% |
| Participant deferral / active EE | $8,152 | $4,454+83.0% | $4,175+95.2% | $6,507+25.3% |
| Admin fee / account holder | $7,876 | $5,568+41.4% | $5,349+47.2% | $12,624-37.6% |