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 | $224,029 | $109,881+103.9% | $150,045+49.3% | $84,808+164.2% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 12.07% | 28.25%-16.2pp | 62.55%-50.5pp | 40.90%-28.8pp |
| Employer contribution / active EE | $6,343 | $3,561+78.1% | $4,693+35.2% | $2,631+141.1% |
| Participant deferral / active EE | $7,652 | $6,636+15.3% | $7,997-4.3% | $4,212+81.7% |
| Admin fee / account holder | $16,211 | $8,568+89.2% | $13,435+20.7% | $7,344+120.7% |