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 | $236,690 | $98,750+139.7% | $149,696+58.1% | $79,858+196.4% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.5%+7.5pp | 69.6%+20.4pp |
| Annual return | 12.14% | 27.43%-15.3pp | 276.60%-264.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $11,549 | $3,216+259.0% | $4,644+148.7% | $2,471+367.4% |
| Participant deferral / active EE | $11,403 | $5,680+100.7% | $6,842+66.7% | $3,740+204.9% |
| Admin fee / account holder | $23,399 | $6,053+286.6% | $9,309+151.4% | $5,306+341.0% |