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 | $232,103 | $86,944+167.0% | $107,525+115.9% | $74,304+212.4% |
| Participation rate | 84.5% | 59.6%+25.0pp | 75.1%+9.5pp | 60.3%+24.2pp |
| Annual return | 12.93% | 23.52%-10.6pp | 181.32%-168.4pp | 29.43%-16.5pp |
| Employer contribution / active EE | $5,149 | $2,757+86.8% | $3,754+37.2% | $2,241+129.7% |
| Participant deferral / active EE | $9,085 | $3,554+155.6% | $5,116+77.6% | $3,767+141.2% |
| Admin fee / account holder | $42,647 | $3,727+1044.4% | $8,919+378.2% | $2,969+1336.5% |