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 | $213,344 | $88,751+140.4% | $81,812+160.8% | $145,922+46.2% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.3%+21.0pp | 80.3%+13.1pp |
| Annual return | 7.39% | 1025.40%-1018.0pp | 773.79%-766.4pp | 561.29%-553.9pp |
| Employer contribution / active EE | $10,225 | $3,083+231.6% | $2,912+251.1% | $4,660+119.4% |
| Participant deferral / active EE | $1,514 | $4,643-67.4% | $4,319-64.9% | $6,688-77.4% |
| Admin fee / account holder | $1,965 | $8,415-76.6% | $7,386-73.4% | $13,397-85.3% |