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 | $214,398 | $48,230+344.5% | $67,502+217.6% | $80,856+165.2% |
| Participation rate | 97.2% | 66.4%+30.9pp | 72.9%+24.3pp | 67.6%+29.6pp |
| Annual return | 9.55% | 18.28%-8.7pp | 3512.12%-3502.6pp | 35.59%-26.0pp |
| Employer contribution / active EE | $6,851 | $2,020+239.2% | $2,731+150.9% | $2,755+148.7% |
| Participant deferral / active EE | $1,562 | $2,924-46.6% | $4,000-60.9% | $4,296-63.6% |
| Admin fee / account holder | $12,444 | $3,681+238.1% | $3,998+211.3% | $6,918+79.9% |