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 | $247,357 | $89,355+176.8% | $141,162+75.2% | $72,985+238.9% |
| Participation rate | 82.1% | 75.1%+7.0pp | 82.5%-0.4pp | 69.5%+12.6pp |
| Annual return | 17.69% | 111.85%-94.2pp | 71.39%-53.7pp | 81.00%-63.3pp |
| Employer contribution / active EE | $4,911 | $3,114+57.7% | $4,735+3.7% | $2,440+101.3% |
| Participant deferral / active EE | $7,473 | $5,418+37.9% | $6,709+11.4% | $3,607+107.2% |
| Admin fee / account holder | $10,550 | $5,958+77.1% | $10,261+2.8% | $5,124+105.9% |