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 | $136,114 | $70,669+92.6% | $169,368-19.6% | $75,163+81.1% |
| Participation rate | 87.8% | 64.8%+23.0pp | 77.1%+10.6pp | 67.2%+20.6pp |
| Annual return | 13.71% | 36.36%-22.7pp | 405.60%-391.9pp | 160.62%-146.9pp |
| Employer contribution / active EE | $5,333 | $2,211+141.3% | $4,013+32.9% | $2,670+99.8% |
| Participant deferral / active EE | $11,284 | $4,311+161.8% | $6,221+81.4% | $4,125+173.6% |
| Admin fee / account holder | $6,899 | $5,402+27.7% | $9,003-23.4% | $5,651+22.1% |