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 | $232,232 | $77,899+198.1% | $149,673+55.2% | $75,163+209.0% |
| Participation rate | 97.7% | 65.6%+32.1pp | 78.8%+18.9pp | 67.2%+30.5pp |
| Annual return | 9.40% | 31.72%-22.3pp | 134.42%-125.0pp | 160.62%-151.2pp |
| Employer contribution / active EE | $28,517 | $3,137+808.9% | $4,818+491.9% | $2,670+968.1% |
| Participant deferral / active EE | $15,428 | $3,411+352.3% | $5,680+171.6% | $4,125+274.0% |
| Admin fee / account holder | $68,305 | $5,956+1046.8% | $13,210+417.1% | $5,651+1108.7% |