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 | $231,964 | $109,881+111.1% | $150,045+54.6% | $84,808+173.5% |
| Participation rate | 97.1% | 76.1%+21.1pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 11.66% | 28.25%-16.6pp | 62.55%-50.9pp | 40.90%-29.2pp |
| Employer contribution / active EE | $8,749 | $3,561+145.7% | $4,693+86.4% | $2,631+232.5% |
| Participant deferral / active EE | $10,309 | $6,636+55.4% | $7,997+28.9% | $4,212+144.8% |
| Admin fee / account holder | $14,233 | $8,568+66.1% | $13,435+5.9% | $7,344+93.8% |