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 | $146,748 | $63,346+131.7% | $92,233+59.1% | $70,131+109.2% |
| Participation rate | 83.0% | 68.7%+14.3pp | 76.5%+6.5pp | 69.5%+13.4pp |
| Annual return | 10.32% | 530.12%-519.8pp | 176.28%-166.0pp | 73.14%-62.8pp |
| Employer contribution / active EE | $4,826 | $2,471+95.3% | $3,679+31.2% | $2,342+106.0% |
| Participant deferral / active EE | $6,550 | $2,854+129.5% | $3,897+68.1% | $3,332+96.6% |
| Admin fee / account holder | $4,440 | $3,840+15.6% | $5,194-14.5% | $4,645-4.4% |