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 | $234,538 | $89,753+161.3% | $107,525+118.1% | $84,808+176.6% |
| Participation rate | 86.7% | 68.1%+18.6pp | 75.1%+11.6pp | 68.3%+18.4pp |
| Annual return | 10.25% | 29.48%-19.2pp | 181.32%-171.1pp | 40.90%-30.6pp |
| Employer contribution / active EE | $6,008 | $3,113+93.0% | $3,754+60.1% | $2,631+128.4% |
| Participant deferral / active EE | $5,970 | $4,056+47.2% | $5,116+16.7% | $4,212+41.7% |
| Admin fee / account holder | $23,484 | $7,222+225.2% | $8,919+163.3% | $7,344+219.8% |