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 | $210,242 | $102,317+105.5% | $146,958+43.1% | $80,856+160.0% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.2%+3.1pp | 67.6%+17.6pp |
| Annual return | 9.99% | 134.76%-124.8pp | 418.34%-408.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $4,087 | $3,713+10.1% | $4,933-17.1% | $2,755+48.4% |
| Participant deferral / active EE | $11,742 | $6,644+76.7% | $8,070+45.5% | $4,296+173.3% |
| Admin fee / account holder | $41,639 | $7,941+424.3% | $12,998+220.3% | $6,918+501.9% |