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 | $183,318 | $102,317+79.2% | $146,958+24.7% | $80,856+126.7% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.2%+10.9pp | 67.6%+25.4pp |
| Annual return | 11.29% | 134.76%-123.5pp | 418.34%-407.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,677 | $3,713-1.0% | $4,933-25.5% | $2,755+33.5% |
| Participant deferral / active EE | $14,708 | $6,644+121.4% | $8,070+82.3% | $4,296+242.4% |
| Admin fee / account holder | $15,589 | $7,941+96.3% | $12,998+19.9% | $6,918+125.3% |