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 | $218,306 | $89,355+144.3% | $141,162+54.6% | $72,985+199.1% |
| Participation rate | 97.8% | 75.1%+22.6pp | 82.5%+15.3pp | 69.5%+28.3pp |
| Annual return | 16.27% | 111.85%-95.6pp | 71.39%-55.1pp | 81.00%-64.7pp |
| Employer contribution / active EE | $6,632 | $3,114+113.0% | $4,735+40.1% | $2,440+171.8% |
| Participant deferral / active EE | $14,011 | $5,418+158.6% | $6,709+108.8% | $3,607+288.4% |
| Admin fee / account holder | $91,164 | $5,958+1430.1% | $10,261+788.4% | $5,124+1679.0% |