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 | $201,529 | $77,899+158.7% | $149,673+34.6% | $75,163+168.1% |
| Participation rate | 93.8% | 65.6%+28.2pp | 78.8%+15.0pp | 67.2%+26.6pp |
| Annual return | 6.54% | 31.72%-25.2pp | 134.42%-127.9pp | 160.62%-154.1pp |
| Employer contribution / active EE | $9,027 | $3,137+187.7% | $4,818+87.4% | $2,670+238.1% |
| Participant deferral / active EE | $9,449 | $3,411+177.0% | $5,680+66.4% | $4,125+129.1% |
| Admin fee / account holder | $25,576 | $5,956+329.4% | $13,210+93.6% | $5,651+352.6% |