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 | $181,039 | $48,795+271.0% | $65,493+176.4% | $84,808+113.5% |
| Participation rate | 81.8% | 67.0%+14.8pp | 73.1%+8.7pp | 68.3%+13.5pp |
| Annual return | 6.88% | 20.20%-13.3pp | 982.45%-975.6pp | 40.90%-34.0pp |
| Employer contribution / active EE | $10,248 | $1,930+431.1% | $2,574+298.1% | $2,631+289.5% |
| Participant deferral / active EE | $4,248 | $2,928+45.1% | $3,961+7.3% | $4,212+0.9% |
| Admin fee / account holder | $18,212 | $3,877+369.7% | $5,028+262.2% | $7,344+148.0% |