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 | $198,496 | $76,407+159.8% | $150,298+32.1% | $82,448+140.8% |
| Participation rate | 86.2% | 66.4%+19.8pp | 77.8%+8.4pp | 68.1%+18.1pp |
| Annual return | 10.36% | 39.99%-29.6pp | 62.79%-52.4pp | 41.64%-31.3pp |
| Employer contribution / active EE | $12,100 | $2,614+362.9% | $4,154+191.3% | $2,551+374.3% |
| Participant deferral / active EE | $2,547 | $3,214-20.8% | $5,453-53.3% | $4,139-38.5% |
| Admin fee / account holder | $31,676 | $6,352+398.7% | $14,116+124.4% | $7,234+337.9% |