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 | $205,736 | $85,202+141.5% | $172,739+19.1% | $72,985+181.9% |
| Participation rate | 76.8% | 70.1%+6.7pp | 82.6%-5.9pp | 69.5%+7.3pp |
| Annual return | 15.40% | 27.32%-11.9pp | 802.84%-787.4pp | 81.00%-65.6pp |
| Employer contribution / active EE | $8,607 | $3,324+158.9% | $5,143+67.4% | $2,440+252.8% |
| Participant deferral / active EE | $4,958 | $3,260+52.1% | $5,198-4.6% | $3,607+37.4% |
| Admin fee / account holder | $704 | $5,884-88.0% | $13,954-95.0% | $5,124-86.3% |