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 | $140,120 | $102,317+36.9% | $146,958-4.7% | $80,856+73.3% |
| Participation rate | 98.8% | 75.8%+22.9pp | 82.2%+16.6pp | 67.6%+31.1pp |
| Annual return | 11.82% | 134.76%-122.9pp | 418.34%-406.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $4,347 | $3,713+17.1% | $4,933-11.9% | $2,755+57.8% |
| Participant deferral / active EE | $10,126 | $6,644+52.4% | $8,070+25.5% | $4,296+135.7% |
| Admin fee / account holder | $13,277 | $7,941+67.2% | $12,998+2.1% | $6,918+91.9% |