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 | $205,061 | $77,899+163.2% | $149,673+37.0% | $75,163+172.8% |
| Participation rate | 95.2% | 65.6%+29.7pp | 78.8%+16.5pp | 67.2%+28.0pp |
| Annual return | 9.65% | 31.72%-22.1pp | 134.42%-124.8pp | 160.62%-151.0pp |
| Employer contribution / active EE | $12,610 | $3,137+301.9% | $4,818+161.7% | $2,670+372.3% |
| Participant deferral / active EE | $2,881 | $3,411-15.5% | $5,680-49.3% | $4,125-30.2% |
| Admin fee / account holder | $12,004 | $5,956+101.5% | $13,210-9.1% | $5,651+112.4% |