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 | $203,440 | $91,190+123.1% | $178,490+14.0% | $79,858+154.8% |
| Participation rate | 93.4% | 69.2%+24.2pp | 81.9%+11.5pp | 69.6%+23.8pp |
| Annual return | 6.35% | 24.19%-17.8pp | 151.07%-144.7pp | 31.71%-25.4pp |
| Employer contribution / active EE | $4,626 | $3,256+42.1% | $5,011-7.7% | $2,471+87.2% |
| Participant deferral / active EE | $5,388 | $3,236+66.5% | $5,202+3.6% | $3,740+44.1% |
| Admin fee / account holder | $1,380 | $6,751-79.6% | $13,984-90.1% | $5,306-74.0% |