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 | $157,679 | $114,381+37.9% | $107,525+46.6% | $142,382+10.7% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 11.34% | 242.71%-231.4pp | 181.32%-170.0pp | 217.08%-205.7pp |
| Employer contribution / active EE | $7,343 | $4,015+82.9% | $3,754+95.6% | $4,299+70.8% |
| Participant deferral / active EE | $10,458 | $5,564+88.0% | $5,116+104.4% | $6,507+60.7% |
| Admin fee / account holder | $54,276 | $9,860+450.5% | $8,919+508.6% | $12,624+330.0% |