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 8-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 | $163,666 | $102,317+60.0% | $146,958+11.4% | $80,856+102.4% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.2%+12.1pp | 67.6%+26.6pp |
| Annual return | 11.74% | 134.76%-123.0pp | 418.34%-406.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $4,322 | $3,713+16.4% | $4,933-12.4% | $2,755+56.9% |
| Participant deferral / active EE | $10,609 | $6,644+59.7% | $8,070+31.5% | $4,296+147.0% |
| Admin fee / account holder | $7,603 | $7,941-4.3% | $12,998-41.5% | $6,918+9.9% |