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 8-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 | $99,254 | $51,638+92.2% | $68,368+45.2% | $82,448+20.4% |
| Participation rate | 95.5% | 63.6%+31.8pp | 73.8%+21.7pp | 68.1%+27.4pp |
| Annual return | 10.87% | 37.53%-26.7pp | 292.57%-281.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $4,506 | $2,047+120.2% | $2,649+70.1% | $2,551+76.6% |
| Participant deferral / active EE | $10,964 | $2,914+276.3% | $4,123+165.9% | $4,139+164.9% |
| Admin fee / account holder | $27,635 | $4,643+495.1% | $5,150+436.6% | $7,234+282.0% |