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 | $214,961 | $109,881+95.6% | $150,045+43.3% | $84,808+153.5% |
| Participation rate | 89.6% | 76.1%+13.5pp | 82.3%+7.2pp | 68.3%+21.2pp |
| Annual return | 12.84% | 28.25%-15.4pp | 62.55%-49.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $9,377 | $3,561+163.3% | $4,693+99.8% | $2,631+256.4% |
| Participant deferral / active EE | $8,886 | $6,636+33.9% | $7,997+11.1% | $4,212+111.0% |
| Admin fee / account holder | $12,521 | $8,568+46.1% | $13,435-6.8% | $7,344+70.5% |