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 | $122,245 | $91,538+33.5% | $129,995-6.0% | $75,163+62.6% |
| Participation rate | 82.0% | 71.4%+10.5pp | 78.5%+3.5pp | 67.2%+14.8pp |
| Annual return | 11.39% | -631.11%+642.5pp | -137.18%+148.6pp | 160.62%-149.2pp |
| Employer contribution / active EE | $6,885 | $2,845+142.0% | $4,320+59.4% | $2,670+157.9% |
| Participant deferral / active EE | $4,351 | $4,341+0.2% | $5,820-25.2% | $4,125+5.5% |
| Admin fee / account holder | $7,404 | $6,790+9.0% | $10,614-30.2% | $5,651+31.0% |