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 | $136,875 | $102,317+33.8% | $146,958-6.9% | $80,856+69.3% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.2%+9.3pp | 67.6%+23.8pp |
| Annual return | 11.49% | 134.76%-123.3pp | 418.34%-406.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,143 | $3,713-42.3% | $4,933-56.6% | $2,755-22.2% |
| Participant deferral / active EE | $10,175 | $6,644+53.2% | $8,070+26.1% | $4,296+136.9% |
| Admin fee / account holder | $10,002 | $7,941+25.9% | $12,998-23.1% | $6,918+44.6% |