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 | $119,183 | $91,190+30.7% | $178,490-33.2% | $79,858+49.2% |
| Participation rate | 97.6% | 69.2%+28.4pp | 81.9%+15.6pp | 69.6%+27.9pp |
| Annual return | 9.06% | 24.19%-15.1pp | 151.07%-142.0pp | 31.71%-22.7pp |
| Employer contribution / active EE | $11,532 | $3,256+254.2% | $5,011+130.1% | $2,471+366.7% |
| Participant deferral / active EE | $7,076 | $3,236+118.6% | $5,202+36.0% | $3,740+89.2% |
| Admin fee / account holder | $1,857 | $6,751-72.5% | $13,984-86.7% | $5,306-65.0% |