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 | $136,902 | $57,281+139.0% | $86,612+58.1% | $75,163+82.1% |
| Participation rate | 96.8% | 63.2%+33.6pp | 71.7%+25.1pp | 67.2%+29.6pp |
| Annual return | 12.31% | 2670.75%-2658.4pp | 591.07%-578.8pp | 160.62%-148.3pp |
| Employer contribution / active EE | $5,537 | $2,314+139.3% | $3,022+83.2% | $2,670+107.4% |
| Participant deferral / active EE | $9,756 | $3,318+194.0% | $4,438+119.8% | $4,125+136.5% |
| Admin fee / account holder | $21,692 | $4,112+427.6% | $5,614+286.4% | $5,651+283.9% |