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 | $170,753 | $102,317+66.9% | $146,958+16.2% | $80,856+111.2% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.2%+12.8pp | 67.6%+27.3pp |
| Annual return | 11.08% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $6,767 | $3,713+82.2% | $4,933+37.2% | $2,755+145.6% |
| Participant deferral / active EE | $5,277 | $6,644-20.6% | $8,070-34.6% | $4,296+22.8% |
| Admin fee / account holder | $24,725 | $7,941+211.4% | $12,998+90.2% | $6,918+257.4% |