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 | $245,389 | $102,317+139.8% | $146,958+67.0% | $80,856+203.5% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.2%+4.3pp | 67.6%+18.8pp |
| Annual return | 9.21% | 134.76%-125.5pp | 418.34%-409.1pp | 35.59%-26.4pp |
| Employer contribution / active EE | $2,277 | $3,713-38.7% | $4,933-53.8% | $2,755-17.3% |
| Participant deferral / active EE | $9,139 | $6,644+37.6% | $8,070+13.3% | $4,296+112.8% |
| Admin fee / account holder | $45,457 | $7,941+472.4% | $12,998+249.7% | $6,918+557.1% |