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 | $141,149 | $94,625+49.2% | $116,228+21.4% | $84,808+66.4% |
| Participation rate | 89.1% | 70.4%+18.6pp | 74.6%+14.5pp | 68.3%+20.8pp |
| Annual return | 8.10% | 20.40%-12.3pp | 90.06%-82.0pp | 40.90%-32.8pp |
| Employer contribution / active EE | $3,485 | $2,347+48.5% | $2,994+16.4% | $2,631+32.4% |
| Participant deferral / active EE | $5,002 | $3,972+25.9% | $4,953+1.0% | $4,212+18.8% |
| Admin fee / account holder | $76,958 | $10,091+662.6% | $11,989+541.9% | $7,344+947.9% |