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 | $231,085 | $89,355+158.6% | $141,162+63.7% | $72,985+216.6% |
| Participation rate | 82.8% | 75.1%+7.6pp | 82.5%+0.3pp | 69.5%+13.3pp |
| Annual return | 13.92% | 111.85%-97.9pp | 71.39%-57.5pp | 81.00%-67.1pp |
| Employer contribution / active EE | $6,638 | $3,114+113.1% | $4,735+40.2% | $2,440+172.1% |
| Participant deferral / active EE | $8,309 | $5,418+53.4% | $6,709+23.9% | $3,607+130.3% |
| Admin fee / account holder | $499 | $5,958-91.6% | $10,261-95.1% | $5,124-90.3% |