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 | $236,687 | $65,409+261.9% | $98,442+140.4% | $85,850+175.7% |
| Participation rate | 83.3% | 65.0%+18.3pp | 73.3%+10.0pp | 69.3%+14.0pp |
| Annual return | 8.33% | 21.76%-13.4pp | 1492.73%-1484.4pp | 318.53%-310.2pp |
| Employer contribution / active EE | $7,655 | $2,168+253.1% | $2,960+158.6% | $2,565+198.4% |
| Participant deferral / active EE | $4,901 | $3,166+54.8% | $4,276+14.6% | $3,952+24.0% |
| Admin fee / account holder | $19,060 | $4,593+315.0% | $5,949+220.4% | $6,260+204.5% |