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 | $152,105 | $102,317+48.7% | $146,958+3.5% | $80,856+88.1% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 11.34% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,902 | $3,713-21.8% | $4,933-41.2% | $2,755+5.3% |
| Participant deferral / active EE | $11,385 | $6,644+71.4% | $8,070+41.1% | $4,296+165.0% |
| Admin fee / account holder | $6,163 | $7,941-22.4% | $12,998-52.6% | $6,918-10.9% |