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 | $133,778 | $70,669+89.3% | $169,368-21.0% | $75,163+78.0% |
| Participation rate | 94.2% | 64.8%+29.4pp | 77.1%+17.1pp | 67.2%+27.0pp |
| Annual return | 10.37% | 36.36%-26.0pp | 405.60%-395.2pp | 160.62%-150.2pp |
| Employer contribution / active EE | $3,817 | $2,211+72.6% | $4,013-4.9% | $2,670+43.0% |
| Participant deferral / active EE | $9,393 | $4,311+117.9% | $6,221+51.0% | $4,125+127.7% |
| Admin fee / account holder | $14,883 | $5,402+175.5% | $9,003+65.3% | $5,651+163.4% |