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 | $222,049 | $89,355+148.5% | $141,162+57.3% | $72,985+204.2% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 15.28% | 111.85%-96.6pp | 71.39%-56.1pp | 81.00%-65.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,472 | $5,418+19.5% | $6,709-3.5% | $3,607+79.4% |
| Admin fee / account holder | $12,384 | $5,958+107.8% | $10,261+20.7% | $5,124+141.7% |