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 | $232,232 | $95,803+142.4% | $113,168+105.2% | $84,808+173.8% |
| Participation rate | 85.2% | 72.9%+12.3pp | 76.6%+8.6pp | 68.3%+16.9pp |
| Annual return | 11.80% | 25.00%-13.2pp | 24.27%-12.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $9,511 | $2,360+303.0% | $2,975+219.7% | $2,631+261.5% |
| Participant deferral / active EE | $11,658 | $4,242+174.8% | $5,107+128.3% | $4,212+176.8% |
| Admin fee / account holder | $29,524 | $8,989+228.4% | $12,068+144.7% | $7,344+302.0% |