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 | $229,681 | $81,248+182.7% | $155,509+47.7% | $80,856+184.1% |
| Participation rate | 98.6% | 66.2%+32.3pp | 78.2%+20.4pp | 67.6%+30.9pp |
| Annual return | 9.74% | 33.31%-23.6pp | 64.67%-54.9pp | 35.59%-25.9pp |
| Employer contribution / active EE | $3,676 | $3,100+18.6% | $4,672-21.3% | $2,755+33.4% |
| Participant deferral / active EE | $7,601 | $3,452+120.2% | $5,626+35.1% | $4,296+76.9% |
| Admin fee / account holder | $75,770 | $7,997+847.5% | $15,912+376.2% | $6,918+995.3% |