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 | $100,923+109.8% | $150,045+41.1% | $74,304+185.0% |
| Participation rate | 99.1% | 70.1%+29.0pp | 82.3%+16.7pp | 60.3%+38.7pp |
| Annual return | 13.79% | 51.77%-38.0pp | 62.55%-48.8pp | 29.43%-15.6pp |
| Employer contribution / active EE | $10,564 | $3,463+205.0% | $4,693+125.1% | $2,241+371.3% |
| Participant deferral / active EE | $7,634 | $6,709+13.8% | $7,997-4.5% | $3,767+102.6% |
| Admin fee / account holder | $14,999 | $2,767+442.1% | $13,435+11.6% | $2,969+405.2% |