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 | $197,709 | $81,248+143.3% | $155,509+27.1% | $80,856+144.5% |
| Participation rate | 89.3% | 66.2%+23.1pp | 78.2%+11.1pp | 67.6%+21.6pp |
| Annual return | 9.43% | 33.31%-23.9pp | 64.67%-55.2pp | 35.59%-26.2pp |
| Employer contribution / active EE | $11,298 | $3,100+264.4% | $4,672+141.8% | $2,755+310.1% |
| Participant deferral / active EE | $6,991 | $3,452+102.5% | $5,626+24.3% | $4,296+62.7% |
| Admin fee / account holder | $78,564 | $7,997+882.4% | $15,912+393.7% | $6,918+1035.7% |