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 | $212,910 | $102,317+108.1% | $146,958+44.9% | $80,856+163.3% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.1pp | 67.6%+28.7pp |
| Annual return | 9.28% | 134.76%-125.5pp | 418.34%-409.1pp | 35.59%-26.3pp |
| Employer contribution / active EE | $6,547 | $3,713+76.3% | $4,933+32.7% | $2,755+137.6% |
| Participant deferral / active EE | $13,082 | $6,644+96.9% | $8,070+62.1% | $4,296+204.5% |
| Admin fee / account holder | $4,011 | $7,941-49.5% | $12,998-69.1% | $6,918-42.0% |