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 | $216,336 | $105,181+105.7% | $159,436+35.7% | $85,850+152.0% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.8%+8.1pp | 69.3%+21.6pp |
| Annual return | 12.14% | 45.07%-32.9pp | 263.57%-251.4pp | 318.53%-306.4pp |
| Employer contribution / active EE | $9,091 | $3,318+174.0% | $4,829+88.2% | $2,565+254.4% |
| Participant deferral / active EE | $12,182 | $5,945+104.9% | $7,352+65.7% | $3,952+208.3% |
| Admin fee / account holder | $49,760 | $6,933+617.7% | $10,799+360.8% | $6,260+694.9% |