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 | $156,707 | $102,382+53.1% | $147,005+6.6% | $80,874+93.8% |
| Participation rate | 96.7% | 75.8%+20.8pp | 82.2%+14.5pp | 67.6%+29.0pp |
| Annual return | 9.99% | 134.89%-124.9pp | 418.76%-408.8pp | 35.62%-25.6pp |
| Employer contribution / active EE | $11,924 | $3,715+221.0% | $4,934+141.7% | $2,756+332.7% |
| Participant deferral / active EE | $7,908 | $6,646+19.0% | $8,070-2.0% | $4,297+84.0% |
| Admin fee / account holder | $42,641 | $7,942+436.9% | $13,006+227.9% | $6,935+514.9% |