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 | $200,697 | $105,181+90.8% | $159,436+25.9% | $85,850+133.8% |
| Participation rate | 79.6% | 75.8%+3.9pp | 82.8%-3.2pp | 69.3%+10.3pp |
| Annual return | 11.21% | 45.07%-33.9pp | 263.57%-252.4pp | 318.53%-307.3pp |
| Employer contribution / active EE | $2,281 | $3,318-31.3% | $4,829-52.8% | $2,565-11.1% |
| Participant deferral / active EE | $10,818 | $5,945+82.0% | $7,352+47.1% | $3,952+173.8% |
| Admin fee / account holder | $15,450 | $6,933+122.8% | $10,799+43.1% | $6,260+146.8% |