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 | $246,515 | $102,317+140.9% | $146,958+67.7% | $80,856+204.9% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 11.38% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $4,862 | $3,713+30.9% | $4,933-1.4% | $2,755+76.5% |
| Participant deferral / active EE | $10,841 | $6,644+63.2% | $8,070+34.3% | $4,296+152.4% |
| Admin fee / account holder | $24,393 | $7,941+207.2% | $12,998+87.7% | $6,918+252.6% |