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 | $216,431 | $98,750+119.2% | $149,696+44.6% | $79,858+171.0% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 10.53% | 27.43%-16.9pp | 276.60%-266.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $10,956 | $3,216+240.6% | $4,644+135.9% | $2,471+343.4% |
| Participant deferral / active EE | $7,430 | $5,680+30.8% | $6,842+8.6% | $3,740+98.7% |
| Admin fee / account holder | $21,018 | $6,053+247.3% | $9,309+125.8% | $5,306+296.1% |