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 | $246,296 | $109,881+124.1% | $150,045+64.1% | $84,808+190.4% |
| Participation rate | 97.3% | 76.1%+21.2pp | 82.3%+15.0pp | 68.3%+29.0pp |
| Annual return | 13.71% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $5,307 | $3,561+49.0% | $4,693+13.1% | $2,631+101.7% |
| Participant deferral / active EE | $8,479 | $6,636+27.8% | $7,997+6.0% | $4,212+101.3% |
| Admin fee / account holder | $35,680 | $8,568+316.4% | $13,435+165.6% | $7,344+385.9% |