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 | $245,226 | $78,705+211.6% | $117,854+108.1% | $70,131+249.7% |
| Participation rate | 96.6% | 73.2%+23.4pp | 79.7%+16.9pp | 69.5%+27.1pp |
| Annual return | 9.20% | 23.30%-14.1pp | 335.08%-325.9pp | 73.14%-63.9pp |
| Employer contribution / active EE | $2,951 | $2,223+32.7% | $3,786-22.1% | $2,342+26.0% |
| Participant deferral / active EE | $6,486 | $3,297+96.7% | $4,482+44.7% | $3,332+94.7% |
| Admin fee / account holder | $11,462 | $5,065+126.3% | $8,020+42.9% | $4,645+146.7% |