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 | $230,834 | $98,750+133.8% | $149,696+54.2% | $79,858+189.1% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.5%+5.6pp | 69.6%+18.5pp |
| Annual return | -1.88% | 27.43%-29.3pp | 276.60%-278.5pp | 31.71%-33.6pp |
| Employer contribution / active EE | $10,264 | $3,216+219.1% | $4,644+121.0% | $2,471+315.4% |
| Participant deferral / active EE | $12,375 | $5,680+117.9% | $6,842+80.9% | $3,740+230.9% |
| Admin fee / account holder | $23,782 | $6,053+292.9% | $9,309+155.5% | $5,306+348.2% |