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 | $212,912 | $107,334+98.4% | $92,893+129.2% | $152,861+39.3% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 5.56% | 145.58%-140.0pp | 109.41%-103.8pp | 345.32%-339.8pp |
| Employer contribution / active EE | $5,031 | $4,221+19.2% | $3,653+37.7% | $4,762+5.7% |
| Participant deferral / active EE | $7,337 | $4,845+51.5% | $4,236+73.2% | $5,850+25.4% |
| Admin fee / account holder | $3,543 | $7,079-50.0% | $5,794-38.9% | $11,596-69.4% |