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 | $221,308 | $81,248+172.4% | $155,509+42.3% | $80,856+173.7% |
| Participation rate | 95.0% | 66.2%+28.8pp | 78.2%+16.8pp | 67.6%+27.4pp |
| Annual return | 7.86% | 33.31%-25.5pp | 64.67%-56.8pp | 35.59%-27.7pp |
| Employer contribution / active EE | $13,927 | $3,100+349.2% | $4,672+198.1% | $2,755+405.5% |
| Participant deferral / active EE | $2,904 | $3,452-15.9% | $5,626-48.4% | $4,296-32.4% |
| Admin fee / account holder | $36,509 | $7,997+356.5% | $15,912+129.4% | $6,918+427.7% |