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 | $242,554 | $89,355+171.5% | $141,162+71.8% | $72,985+232.3% |
| Participation rate | 86.7% | 75.1%+11.5pp | 82.5%+4.2pp | 69.5%+17.2pp |
| Annual return | 17.38% | 111.85%-94.5pp | 71.39%-54.0pp | 81.00%-63.6pp |
| Employer contribution / active EE | $7,544 | $3,114+142.2% | $4,735+59.3% | $2,440+209.2% |
| Participant deferral / active EE | $8,371 | $5,418+54.5% | $6,709+24.8% | $3,607+132.0% |
| Admin fee / account holder | $19,256 | $5,958+223.2% | $10,261+87.7% | $5,124+275.8% |