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 | $222,285 | $109,881+102.3% | $150,045+48.1% | $84,808+162.1% |
| Participation rate | 86.8% | 76.1%+10.8pp | 82.3%+4.5pp | 68.3%+18.5pp |
| Annual return | 12.53% | 28.25%-15.7pp | 62.55%-50.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $4,263 | $3,561+19.7% | $4,693-9.2% | $2,631+62.0% |
| Participant deferral / active EE | $9,942 | $6,636+49.8% | $7,997+24.3% | $4,212+136.1% |
| Admin fee / account holder | $70,076 | $8,568+717.9% | $13,435+421.6% | $7,344+854.2% |