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 | $127,209 | $84,233+51.0% | $170,442-25.4% | $70,131+81.4% |
| Participation rate | 98.4% | 70.8%+27.6pp | 83.6%+14.8pp | 69.5%+28.9pp |
| Annual return | 10.55% | 23.06%-12.5pp | 205.93%-195.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $8,995 | $3,387+165.6% | $5,433+65.6% | $2,342+284.0% |
| Participant deferral / active EE | $3,462 | $3,086+12.2% | $4,939-29.9% | $3,332+3.9% |
| Admin fee / account holder | $34,057 | $5,698+497.7% | $13,880+145.4% | $4,645+633.1% |