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 | $179,471 | $54,705+228.1% | $71,209+152.0% | $84,808+111.6% |
| Participation rate | 92.3% | 64.1%+28.2pp | 73.8%+18.6pp | 68.3%+24.0pp |
| Annual return | 11.60% | 35.90%-24.3pp | 282.51%-270.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $20,513 | $2,158+850.6% | $2,721+653.9% | $2,631+679.7% |
| Participant deferral / active EE | $1,163 | $3,030-61.6% | $4,175-72.1% | $4,212-72.4% |
| Admin fee / account holder | $50,752 | $4,863+943.5% | $5,349+848.8% | $7,344+591.1% |