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 | $135,202 | $102,317+32.1% | $146,958-8.0% | $80,856+67.2% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 10.86% | 134.76%-123.9pp | 418.34%-407.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $11,279 | $3,713+203.8% | $4,933+128.6% | $2,755+309.4% |
| Participant deferral / active EE | $12,280 | $6,644+84.8% | $8,070+52.2% | $4,296+185.9% |
| Admin fee / account holder | $4,228 | $7,941-46.8% | $12,998-67.5% | $6,918-38.9% |