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 | $143,007 | $74,888+91.0% | $71,209+100.8% | $142,382+0.4% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 11.85% | 345.14%-333.3pp | 282.51%-270.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $13,636 | $2,854+377.7% | $2,721+401.2% | $4,299+217.2% |
| Participant deferral / active EE | $2,571 | $4,454-42.3% | $4,175-38.4% | $6,507-60.5% |
| Admin fee / account holder | $5,211 | $5,568-6.4% | $5,349-2.6% | $12,624-58.7% |