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 | $138,253 | $109,881+25.8% | $150,045-7.9% | $84,808+63.0% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 10.31% | 28.25%-17.9pp | 62.55%-52.2pp | 40.90%-30.6pp |
| Employer contribution / active EE | $11,042 | $3,561+210.1% | $4,693+135.3% | $2,631+319.7% |
| Participant deferral / active EE | $9,274 | $6,636+39.8% | $7,997+16.0% | $4,212+120.2% |
| Admin fee / account holder | $28,975 | $8,568+238.2% | $13,435+115.7% | $7,344+294.5% |