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 | $239,236 | $89,753+166.5% | $107,525+122.5% | $84,808+182.1% |
| Participation rate | 97.6% | 68.1%+29.6pp | 75.1%+22.6pp | 68.3%+29.3pp |
| Annual return | 11.52% | 29.48%-18.0pp | 181.32%-169.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $6,172 | $3,113+98.2% | $3,754+64.4% | $2,631+134.6% |
| Participant deferral / active EE | $11,024 | $4,056+171.8% | $5,116+115.5% | $4,212+161.7% |
| Admin fee / account holder | $17,967 | $7,222+148.8% | $8,919+101.5% | $7,344+144.7% |