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 | $154,609 | $84,233+83.6% | $170,442-9.3% | $70,131+120.5% |
| Participation rate | 96.9% | 70.8%+26.0pp | 83.6%+13.3pp | 69.5%+27.3pp |
| Annual return | 11.34% | 23.06%-11.7pp | 205.93%-194.6pp | 73.14%-61.8pp |
| Employer contribution / active EE | $8,953 | $3,387+164.3% | $5,433+64.8% | $2,342+282.2% |
| Participant deferral / active EE | $5,426 | $3,086+75.9% | $4,939+9.9% | $3,332+62.9% |
| Admin fee / account holder | $31,506 | $5,698+452.9% | $13,880+127.0% | $4,645+578.2% |