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 | $145,331 | $56,114+159.0% | $96,139+51.2% | $85,850+69.3% |
| Participation rate | 79.3% | 56.7%+22.6pp | 68.4%+10.9pp | 69.3%+10.0pp |
| Annual return | 11.26% | 42.30%-31.0pp | 191.94%-180.7pp | 318.53%-307.3pp |
| Employer contribution / active EE | $2,614 | $1,620+61.4% | $2,797-6.6% | $2,565+1.9% |
| Participant deferral / active EE | $8,668 | $2,859+203.1% | $4,349+99.3% | $3,952+119.3% |
| Admin fee / account holder | $3,705 | $3,768-1.7% | $5,537-33.1% | $6,260-40.8% |