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 | $184,571 | $60,022+207.5% | $88,946+107.5% | $84,808+117.6% |
| Participation rate | 92.5% | 57.8%+34.6pp | 68.8%+23.6pp | 68.3%+24.1pp |
| Annual return | 12.61% | 22.43%-9.8pp | 57.82%-45.2pp | 40.90%-28.3pp |
| Employer contribution / active EE | $12,460 | $1,703+631.8% | $2,555+387.7% | $2,631+373.6% |
| Participant deferral / active EE | $5,418 | $3,114+74.0% | $4,581+18.3% | $4,212+28.6% |
| Admin fee / account holder | $29,308 | $4,811+509.2% | $8,261+254.8% | $7,344+299.1% |