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 | $139,012 | $85,202+63.2% | $172,739-19.5% | $72,985+90.5% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.6%+14.0pp | 69.5%+27.2pp |
| Annual return | 10.91% | 27.32%-16.4pp | 802.84%-791.9pp | 81.00%-70.1pp |
| Employer contribution / active EE | $8,258 | $3,324+148.4% | $5,143+60.6% | $2,440+238.5% |
| Participant deferral / active EE | $5,087 | $3,260+56.0% | $5,198-2.1% | $3,607+41.0% |
| Admin fee / account holder | $113,511 | $5,884+1829.2% | $13,954+713.5% | $5,124+2115.1% |