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 | $127,970 | $98,750+29.6% | $149,696-14.5% | $79,858+60.2% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.5%+13.2pp | 69.6%+26.1pp |
| Annual return | 9.95% | 27.43%-17.5pp | 276.60%-266.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $3,735 | $3,216+16.1% | $4,644-19.6% | $2,471+51.2% |
| Participant deferral / active EE | $8,196 | $5,680+44.3% | $6,842+19.8% | $3,740+119.1% |
| Admin fee / account holder | $14,613 | $6,053+141.4% | $9,309+57.0% | $5,306+175.4% |