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 | $200,247 | $93,571+114.0% | $135,903+47.3% | $75,163+166.4% |
| Participation rate | 93.5% | 75.2%+18.4pp | 81.9%+11.6pp | 67.2%+26.4pp |
| Annual return | 13.94% | 30.90%-17.0pp | 68.23%-54.3pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,876 | $3,537-47.0% | $4,856-61.4% | $2,670-29.7% |
| Participant deferral / active EE | $6,863 | $6,404+7.2% | $7,758-11.5% | $4,125+66.4% |
| Admin fee / account holder | $100,009 | $6,975+1333.7% | $10,762+829.3% | $5,651+1669.8% |