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 | $140,187 | $68,346+105.1% | $94,646+48.1% | $75,163+86.5% |
| Participation rate | 97.8% | 76.1%+21.7pp | 80.8%+17.0pp | 67.2%+30.6pp |
| Annual return | 15.06% | 616.93%-601.9pp | 156.71%-141.6pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,905 | $2,701-29.4% | $3,672-48.1% | $2,670-28.6% |
| Participant deferral / active EE | $8,382 | $6,537+28.2% | $7,418+13.0% | $4,125+103.2% |
| Admin fee / account holder | $39,898 | $5,326+649.1% | $7,231+451.8% | $5,651+606.1% |