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 | $235,199 | $80,717+191.4% | $154,803+51.9% | $84,808+177.3% |
| Participation rate | 96.2% | 66.8%+29.3pp | 78.1%+18.1pp | 68.3%+27.8pp |
| Annual return | 9.34% | 37.96%-28.6pp | 58.88%-49.5pp | 40.90%-31.6pp |
| Employer contribution / active EE | $20,365 | $2,761+637.5% | $4,305+373.0% | $2,631+674.1% |
| Participant deferral / active EE | $14,483 | $3,303+338.5% | $5,540+161.4% | $4,212+243.9% |
| Admin fee / account holder | $133,231 | $6,746+1875.1% | $14,329+829.8% | $7,344+1714.2% |