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 | $190,102 | $56,114+238.8% | $96,139+97.7% | $85,850+121.4% |
| Participation rate | 97.0% | 56.7%+40.2pp | 68.4%+28.5pp | 69.3%+27.7pp |
| Annual return | 10.25% | 42.30%-32.1pp | 191.94%-181.7pp | 318.53%-308.3pp |
| Employer contribution / active EE | $1,566 | $1,620-3.3% | $2,797-44.0% | $2,565-39.0% |
| Participant deferral / active EE | $7,828 | $2,859+173.8% | $4,349+80.0% | $3,952+98.1% |
| Admin fee / account holder | $9,411 | $3,768+149.8% | $5,537+70.0% | $6,260+50.3% |