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 | $132,560 | $102,317+29.6% | $146,958-9.8% | $80,856+63.9% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.2%+12.8pp | 67.6%+27.3pp |
| Annual return | 11.79% | 134.76%-123.0pp | 418.34%-406.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $5,084 | $3,713+36.9% | $4,933+3.1% | $2,755+84.5% |
| Participant deferral / active EE | $11,610 | $6,644+74.8% | $8,070+43.9% | $4,296+170.3% |
| Admin fee / account holder | $11,501 | $7,941+44.8% | $12,998-11.5% | $6,918+66.3% |