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 | $215,023 | $85,202+152.4% | $172,739+24.5% | $72,985+194.6% |
| Participation rate | 93.8% | 70.1%+23.7pp | 82.6%+11.1pp | 69.5%+24.3pp |
| Annual return | 3.48% | 27.32%-23.8pp | 802.84%-799.4pp | 81.00%-77.5pp |
| Employer contribution / active EE | $2,875 | $3,324-13.5% | $5,143-44.1% | $2,440+17.8% |
| Participant deferral / active EE | $7,039 | $3,260+115.9% | $5,198+35.4% | $3,607+95.1% |
| Admin fee / account holder | $26,016 | $5,884+342.1% | $13,954+86.4% | $5,124+407.7% |