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 | $211,786 | $88,360+139.7% | $145,433+45.6% | $67,986+211.5% |
| Participation rate | 99.1% | 65.5%+33.6pp | 82.1%+16.9pp | 57.2%+41.9pp |
| Annual return | 13.79% | 63.15%-49.4pp | 66.58%-52.8pp | 31.67%-17.9pp |
| Employer contribution / active EE | $10,564 | $3,054+245.9% | $4,554+131.9% | $2,019+423.3% |
| Participant deferral / active EE | $7,634 | $5,932+28.7% | $7,897-3.3% | $3,358+127.3% |
| Admin fee / account holder | $14,999 | $3,313+352.7% | $13,129+14.2% | $3,203+368.3% |