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 | $197,649 | $95,416+107.1% | $185,823+6.4% | $85,850+130.2% |
| Participation rate | 97.1% | 68.8%+28.3pp | 81.7%+15.4pp | 69.3%+27.7pp |
| Annual return | 11.07% | 23.59%-12.5pp | 122.05%-111.0pp | 318.53%-307.5pp |
| Employer contribution / active EE | $10,114 | $3,314+205.2% | $5,167+95.7% | $2,565+294.3% |
| Participant deferral / active EE | $4,732 | $3,423+38.2% | $5,568-15.0% | $3,952+19.7% |
| Admin fee / account holder | $1,791 | $7,213-75.2% | $16,237-89.0% | $6,260-71.4% |