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 | $205,729 | $109,881+87.2% | $150,045+37.1% | $84,808+142.6% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 13.53% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,346 | $3,561-62.2% | $4,693-71.3% | $2,631-48.8% |
| Participant deferral / active EE | $13,579 | $6,636+104.6% | $7,997+69.8% | $4,212+222.4% |
| Admin fee / account holder | $20,904 | $8,568+144.0% | $13,435+55.6% | $7,344+184.6% |