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 | $221,563 | $88,672+149.9% | $105,223+110.6% | $82,448+168.7% |
| Participation rate | 88.1% | 67.9%+20.2pp | 75.0%+13.1pp | 68.1%+20.0pp |
| Annual return | 12.25% | 30.86%-18.6pp | 180.65%-168.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $4,367 | $3,048+43.3% | $3,689+18.4% | $2,551+71.2% |
| Participant deferral / active EE | $10,142 | $4,036+151.3% | $5,072+100.0% | $4,139+145.0% |
| Admin fee / account holder | $14,015 | $7,146+96.1% | $8,859+58.2% | $7,234+93.7% |