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 | $199,736 | $67,411+196.3% | $91,001+119.5% | $70,131+184.8% |
| Participation rate | 96.0% | 71.4%+24.6pp | 75.6%+20.4pp | 69.5%+26.5pp |
| Annual return | 5.09% | -40.16%+45.2pp | 4.60%+0.5pp | 73.14%-68.1pp |
| Employer contribution / active EE | $6,169 | $1,786+245.4% | $2,456+151.2% | $2,342+163.4% |
| Participant deferral / active EE | $13,123 | $2,823+364.9% | $3,547+269.9% | $3,332+293.9% |
| Admin fee / account holder | $11,030 | $4,236+160.4% | $5,417+103.6% | $4,645+137.4% |