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 | $210,510 | $100,041+110.4% | $149,718+40.6% | $70,131+200.2% |
| Participation rate | 85.9% | 83.6%+2.3pp | 87.1%-1.1pp | 69.5%+16.4pp |
| Annual return | 12.21% | 27.43%-15.2pp | 1501.63%-1489.4pp | 73.14%-60.9pp |
| Employer contribution / active EE | $7,237 | $3,662+97.6% | $5,445+32.9% | $2,342+208.9% |
| Participant deferral / active EE | $3,068 | $4,983-38.4% | $6,569-53.3% | $3,332-7.9% |
| Admin fee / account holder | $5,873 | $8,286-29.1% | $11,283-47.9% | $4,645+26.4% |