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 | $217,364 | $98,750+120.1% | $149,696+45.2% | $79,858+172.2% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.5%+8.8pp | 69.6%+21.7pp |
| Annual return | 10.85% | 27.43%-16.6pp | 276.60%-265.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $5,183 | $3,216+61.1% | $4,644+11.6% | $2,471+109.8% |
| Participant deferral / active EE | $8,405 | $5,680+48.0% | $6,842+22.8% | $3,740+124.7% |
| Admin fee / account holder | $19,444 | $6,053+221.3% | $9,309+108.9% | $5,306+266.4% |