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 | $195,294 | $22,587+764.6% | $65,255+199.3% | $75,163+159.8% |
| Participation rate | 85.2% | 63.1%+22.1pp | 65.0%+20.2pp | 67.2%+18.0pp |
| Annual return | 15.13% | 71.03%-55.9pp | 47.35%-32.2pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,544 | $941+170.5% | $1,691+50.4% | $2,670-4.7% |
| Participant deferral / active EE | $4,913 | $1,695+189.8% | $2,831+73.6% | $4,125+19.1% |
| Admin fee / account holder | $13,530 | $1,876+621.3% | $4,112+229.0% | $5,651+139.4% |