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 | $190,829 | $98,750+93.2% | $149,696+27.5% | $79,858+139.0% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.9pp |
| Annual return | 6.28% | 27.43%-21.1pp | 276.60%-270.3pp | 31.71%-25.4pp |
| Employer contribution / active EE | $5,638 | $3,216+75.3% | $4,644+21.4% | $2,471+128.2% |
| Participant deferral / active EE | $8,946 | $5,680+57.5% | $6,842+30.8% | $3,740+139.2% |
| Admin fee / account holder | $37,074 | $6,053+512.5% | $9,309+298.3% | $5,306+598.7% |