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 | $242,602 | $89,355+171.5% | $141,162+71.9% | $72,985+232.4% |
| Participation rate | 89.2% | 75.1%+14.1pp | 82.5%+6.7pp | 69.5%+19.7pp |
| Annual return | 15.07% | 111.85%-96.8pp | 71.39%-56.3pp | 81.00%-65.9pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,980 | $5,418+121.1% | $6,709+78.6% | $3,607+232.1% |
| Admin fee / account holder | $1,786 | $5,958-70.0% | $10,261-82.6% | $5,124-65.1% |