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 | $224,434 | $102,317+119.4% | $146,958+52.7% | $80,856+177.6% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 11.53% | 134.76%-123.2pp | 418.34%-406.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $8,825 | $3,713+137.7% | $4,933+78.9% | $2,755+220.3% |
| Participant deferral / active EE | $17,025 | $6,644+156.3% | $8,070+111.0% | $4,296+296.3% |
| Admin fee / account holder | $85,189 | $7,941+972.7% | $12,998+555.4% | $6,918+1131.4% |