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 | $244,796 | $80,717+203.3% | $154,803+58.1% | $84,808+188.6% |
| Participation rate | 93.0% | 66.8%+26.2pp | 78.1%+15.0pp | 68.3%+24.7pp |
| Annual return | 12.69% | 37.96%-25.3pp | 58.88%-46.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $9,899 | $2,761+258.5% | $4,305+129.9% | $2,631+276.3% |
| Participant deferral / active EE | $6,172 | $3,303+86.9% | $5,540+11.4% | $4,212+46.6% |
| Admin fee / account holder | $35,858 | $6,746+431.6% | $14,329+150.2% | $7,344+388.3% |