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 | $246,117 | $93,571+163.0% | $135,903+81.1% | $75,163+227.4% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 67.2%+26.9pp |
| Annual return | -0.25% | 30.90%-31.2pp | 68.23%-68.5pp | 160.62%-160.9pp |
| Employer contribution / active EE | $6,823 | $3,537+92.9% | $4,856+40.5% | $2,670+155.6% |
| Participant deferral / active EE | $7,397 | $6,404+15.5% | $7,758-4.7% | $4,125+79.3% |
| Admin fee / account holder | $506 | $6,975-92.7% | $10,762-95.3% | $5,651-91.0% |