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 | $151,790 | $85,202+78.2% | $172,739-12.1% | $72,985+108.0% |
| Participation rate | 98.0% | 70.1%+27.9pp | 82.6%+15.3pp | 69.5%+28.5pp |
| Annual return | 10.29% | 27.32%-17.0pp | 802.84%-792.5pp | 81.00%-70.7pp |
| Employer contribution / active EE | $7,136 | $3,324+114.7% | $5,143+38.8% | $2,440+192.5% |
| Participant deferral / active EE | $6,452 | $3,260+97.9% | $5,198+24.1% | $3,607+78.8% |
| Admin fee / account holder | $2,074 | $5,884-64.8% | $13,954-85.1% | $5,124-59.5% |