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 | $133,434 | $102,317+30.4% | $146,958-9.2% | $80,856+65.0% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 11.18% | 134.76%-123.6pp | 418.34%-407.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $5,082 | $3,713+36.9% | $4,933+3.0% | $2,755+84.5% |
| Participant deferral / active EE | $11,324 | $6,644+70.5% | $8,070+40.3% | $4,296+163.6% |
| Admin fee / account holder | $40,543 | $7,941+410.5% | $12,998+211.9% | $6,918+486.1% |