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 | $134,152 | $102,317+31.1% | $146,958-8.7% | $80,856+65.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 7.92% | 134.76%-126.8pp | 418.34%-410.4pp | 35.59%-27.7pp |
| Employer contribution / active EE | $3,695 | $3,713-0.5% | $4,933-25.1% | $2,755+34.1% |
| Participant deferral / active EE | $8,189 | $6,644+23.3% | $8,070+1.5% | $4,296+90.6% |
| Admin fee / account holder | $31,108 | $7,941+291.7% | $12,998+139.3% | $6,918+349.7% |