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 | $131,547 | $98,750+33.2% | $149,696-12.1% | $79,858+64.7% |
| Participation rate | 91.0% | 75.8%+15.3pp | 82.5%+8.6pp | 69.6%+21.4pp |
| Annual return | 11.87% | 27.43%-15.6pp | 276.60%-264.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $6,390 | $3,216+98.7% | $4,644+37.6% | $2,471+158.6% |
| Participant deferral / active EE | $6,188 | $5,680+8.9% | $6,842-9.6% | $3,740+65.4% |
| Admin fee / account holder | $2,355 | $6,053-61.1% | $9,309-74.7% | $5,306-55.6% |