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 | $157,959 | $102,382+54.3% | $147,005+7.5% | $80,874+95.3% |
| Participation rate | 92.4% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 11.37% | 134.89%-123.5pp | 418.76%-407.4pp | 35.62%-24.3pp |
| Employer contribution / active EE | $4,120 | $3,715+10.9% | $4,934-16.5% | $2,756+49.5% |
| Participant deferral / active EE | $9,893 | $6,646+48.8% | $8,070+22.6% | $4,297+130.2% |
| Admin fee / account holder | $647 | $7,942-91.9% | $13,006-95.0% | $6,935-90.7% |