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 | $137,289 | $91,538+50.0% | $129,995+5.6% | $75,163+82.7% |
| Participation rate | 94.6% | 71.4%+23.2pp | 78.5%+16.1pp | 67.2%+27.4pp |
| Annual return | 10.50% | -631.11%+641.6pp | -137.18%+147.7pp | 160.62%-150.1pp |
| Employer contribution / active EE | $1,806 | $2,845-36.5% | $4,320-58.2% | $2,670-32.3% |
| Participant deferral / active EE | $3,864 | $4,341-11.0% | $5,820-33.6% | $4,125-6.3% |
| Admin fee / account holder | $10,922 | $6,790+60.8% | $10,614+2.9% | $5,651+93.3% |