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 | $203,123 | $98,750+105.7% | $149,696+35.7% | $79,858+154.4% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.5%+2.9pp | 69.6%+15.7pp |
| Annual return | 11.76% | 27.43%-15.7pp | 276.60%-264.8pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,265 | $3,216-60.7% | $4,644-72.8% | $2,471-48.8% |
| Participant deferral / active EE | $10,139 | $5,680+78.5% | $6,842+48.2% | $3,740+171.1% |
| Admin fee / account holder | $32,953 | $6,053+444.4% | $9,309+254.0% | $5,306+521.0% |