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 | $220,841 | $109,881+101.0% | $150,045+47.2% | $84,808+160.4% |
| Participation rate | 88.4% | 76.1%+12.3pp | 82.3%+6.0pp | 68.3%+20.1pp |
| Annual return | 9.83% | 28.25%-18.4pp | 62.55%-52.7pp | 40.90%-31.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $15,798 | $6,636+138.1% | $7,997+97.5% | $4,212+275.1% |
| Admin fee / account holder | $40,404 | $8,568+371.6% | $13,435+200.7% | $7,344+450.2% |