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 | $218,592 | $79,449+175.1% | $189,557+15.3% | $85,850+154.6% |
| Participation rate | 73.7% | 66.0%+7.7pp | 78.4%-4.8pp | 69.3%+4.4pp |
| Annual return | 10.28% | 18.45%-8.2pp | 64.17%-53.9pp | 318.53%-308.3pp |
| Employer contribution / active EE | $3,490 | $2,081+67.7% | $4,412-20.9% | $2,565+36.0% |
| Participant deferral / active EE | $8,998 | $4,051+122.1% | $6,174+45.8% | $3,952+127.7% |
| Admin fee / account holder | $2,011 | $5,377-62.6% | $9,807-79.5% | $6,260-67.9% |