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 | $176,287 | $102,317+72.3% | $146,958+20.0% | $80,856+118.0% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.1pp | 67.6%+28.7pp |
| Annual return | 6.60% | 134.76%-128.2pp | 418.34%-411.7pp | 35.59%-29.0pp |
| Employer contribution / active EE | $3,521 | $3,713-5.2% | $4,933-28.6% | $2,755+27.8% |
| Participant deferral / active EE | $4,097 | $6,644-38.3% | $8,070-49.2% | $4,296-4.6% |
| Admin fee / account holder | $68,666 | $7,941+764.7% | $12,998+428.3% | $6,918+892.6% |