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 | $118,884 | $63,861+86.2% | $104,607+13.6% | $79,858+48.9% |
| Participation rate | 88.4% | 64.9%+23.5pp | 74.1%+14.3pp | 69.6%+18.7pp |
| Annual return | 8.57% | 21.30%-12.7pp | 340.46%-331.9pp | 31.71%-23.1pp |
| Employer contribution / active EE | $3,445 | $1,588+116.9% | $2,681+28.5% | $2,471+39.4% |
| Participant deferral / active EE | $4,905 | $2,693+82.1% | $3,740+31.2% | $3,740+31.2% |
| Admin fee / account holder | $18,465 | $4,185+341.2% | $6,473+185.3% | $5,306+248.0% |