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 | $130,716 | $89,753+45.6% | $107,525+21.6% | $84,808+54.1% |
| Participation rate | 84.0% | 68.1%+15.9pp | 75.1%+8.9pp | 68.3%+15.7pp |
| Annual return | 12.70% | 29.48%-16.8pp | 181.32%-168.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $13,270 | $3,113+326.2% | $3,754+253.5% | $2,631+404.4% |
| Participant deferral / active EE | $5,553 | $4,056+36.9% | $5,116+8.6% | $4,212+31.9% |
| Admin fee / account holder | $40,406 | $7,222+459.5% | $8,919+353.1% | $7,344+450.2% |