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 | $221,024 | $91,552+141.4% | $133,956+65.0% | $79,858+176.8% |
| Participation rate | 88.9% | 73.3%+15.5pp | 79.8%+9.0pp | 69.6%+19.3pp |
| Annual return | 9.47% | 61.85%-52.4pp | 45.09%-35.6pp | 31.71%-22.2pp |
| Employer contribution / active EE | $5,629 | $2,384+136.2% | $3,919+43.7% | $2,471+127.8% |
| Participant deferral / active EE | $12,333 | $3,733+230.3% | $5,048+144.3% | $3,740+229.8% |
| Admin fee / account holder | $3,366 | $6,321-46.7% | $8,927-62.3% | $5,306-36.6% |