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 | $209,776 | $58,208+260.4% | $81,812+156.4% | $80,856+159.4% |
| Participation rate | 87.8% | 63.4%+24.3pp | 72.3%+15.4pp | 67.6%+20.1pp |
| Annual return | 9.06% | 41.66%-32.6pp | 773.79%-764.7pp | 35.59%-26.5pp |
| Employer contribution / active EE | $6,928 | $2,340+196.1% | $2,912+137.9% | $2,755+151.5% |
| Participant deferral / active EE | $6,617 | $3,281+101.7% | $4,319+53.2% | $4,296+54.0% |
| Admin fee / account holder | $56,029 | $4,981+1024.8% | $7,386+658.6% | $6,918+709.9% |