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 | $241,381 | $29,319+723.3% | $52,425+360.4% | $82,448+192.8% |
| Participation rate | 93.5% | 46.9%+46.7pp | 55.6%+37.9pp | 68.1%+25.5pp |
| Annual return | 10.88% | 535.20%-524.3pp | 302.12%-291.2pp | 41.64%-30.8pp |
| Employer contribution / active EE | $8,705 | $586+1384.3% | $914+852.2% | $2,551+241.2% |
| Participant deferral / active EE | $6,495 | $1,171+454.5% | $1,790+262.8% | $4,139+56.9% |
| Admin fee / account holder | $9,085 | $1,962+363.0% | $2,495+264.2% | $7,234+25.6% |