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 | $221,170 | $64,839+241.1% | $95,585+131.4% | $84,808+160.8% |
| Participation rate | 89.7% | 63.8%+25.8pp | 72.1%+17.6pp | 68.3%+21.3pp |
| Annual return | 7.81% | -670.96%+678.8pp | 38.56%-30.7pp | 40.90%-33.1pp |
| Employer contribution / active EE | $3,589 | $1,759+104.1% | $2,527+42.1% | $2,631+36.4% |
| Participant deferral / active EE | $2,916 | $2,965-1.7% | $4,023-27.5% | $4,212-30.8% |
| Admin fee / account holder | $921 | $5,964-84.6% | $6,127-85.0% | $7,344-87.5% |