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 | $210,937 | $102,382+106.0% | $147,005+43.5% | $80,874+160.8% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.2%+16.7pp | 67.6%+31.3pp |
| Annual return | 10.49% | 134.89%-124.4pp | 418.76%-408.3pp | 35.62%-25.1pp |
| Employer contribution / active EE | $1,703 | $3,715-54.2% | $4,934-65.5% | $2,756-38.2% |
| Participant deferral / active EE | $5,240 | $6,646-21.2% | $8,070-35.1% | $4,297+21.9% |
| Admin fee / account holder | $17,388 | $7,942+118.9% | $13,006+33.7% | $6,935+150.7% |