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 | $213,129 | $77,899+173.6% | $149,673+42.4% | $75,163+183.6% |
| Participation rate | 89.3% | 65.6%+23.7pp | 78.8%+10.5pp | 67.2%+22.1pp |
| Annual return | 11.99% | 31.72%-19.7pp | 134.42%-122.4pp | 160.62%-148.6pp |
| Employer contribution / active EE | $10,889 | $3,137+247.1% | $4,818+126.0% | $2,670+307.8% |
| Participant deferral / active EE | $8,358 | $3,411+145.0% | $5,680+47.1% | $4,125+102.6% |
| Admin fee / account holder | $74,398 | $5,956+1149.1% | $13,210+463.2% | $5,651+1216.6% |