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 | $232,373 | $88,672+162.1% | $105,223+120.8% | $82,448+181.8% |
| Participation rate | 72.1% | 67.9%+4.2pp | 75.0%-2.9pp | 68.1%+4.1pp |
| Annual return | 12.28% | 30.86%-18.6pp | 180.65%-168.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $5,124 | $3,048+68.1% | $3,689+38.9% | $2,551+100.9% |
| Participant deferral / active EE | $9,053 | $4,036+124.3% | $5,072+78.5% | $4,139+118.7% |
| Admin fee / account holder | $10,596 | $7,146+48.3% | $8,859+19.6% | $7,234+46.5% |