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 | $134,764 | $102,317+31.7% | $146,958-8.3% | $80,856+66.7% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.2%+13.7pp | 67.6%+28.3pp |
| Annual return | 11.71% | 134.76%-123.0pp | 418.34%-406.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,243 | $3,713-39.6% | $4,933-54.5% | $2,755-18.6% |
| Participant deferral / active EE | $7,565 | $6,644+13.9% | $8,070-6.3% | $4,296+76.1% |
| Admin fee / account holder | $562 | $7,941-92.9% | $12,998-95.7% | $6,918-91.9% |