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 | $224,232 | $54,705+309.9% | $71,209+214.9% | $84,808+164.4% |
| Participation rate | 93.1% | 64.1%+29.0pp | 73.8%+19.4pp | 68.3%+24.8pp |
| Annual return | 12.78% | 35.90%-23.1pp | 282.51%-269.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $7,663 | $2,158+255.1% | $2,721+181.6% | $2,631+191.3% |
| Participant deferral / active EE | $9,286 | $3,030+206.4% | $4,175+122.4% | $4,212+120.5% |
| Admin fee / account holder | $22,910 | $4,863+371.1% | $5,349+328.3% | $7,344+212.0% |