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 9-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 | $212,142 | $109,359+94.0% | $162,163+30.8% | $72,985+190.7% |
| Participation rate | 96.7% | 84.3%+12.4pp | 87.6%+9.1pp | 69.5%+27.2pp |
| Annual return | 14.93% | 25.46%-10.5pp | 115.59%-100.7pp | 81.00%-66.1pp |
| Employer contribution / active EE | $6,786 | $3,907+73.7% | $5,614+20.9% | $2,440+178.1% |
| Participant deferral / active EE | $8,518 | $5,481+55.4% | $7,298+16.7% | $3,607+136.1% |
| Admin fee / account holder | $45,107 | $7,972+465.8% | $10,843+316.0% | $5,124+780.2% |