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 | $140,140 | $109,881+27.5% | $150,045-6.6% | $84,808+65.2% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 13.86% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $6,207 | $3,561+74.3% | $4,693+32.3% | $2,631+135.9% |
| Participant deferral / active EE | $11,095 | $6,636+67.2% | $7,997+38.7% | $4,212+163.4% |
| Admin fee / account holder | $103,877 | $8,568+1112.4% | $13,435+673.2% | $7,344+1314.5% |