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 | $232,774 | $102,317+127.5% | $146,958+58.4% | $80,856+187.9% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | 11.02% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,790 | $3,713-51.8% | $4,933-63.7% | $2,755-35.0% |
| Participant deferral / active EE | $8,988 | $6,644+35.3% | $8,070+11.4% | $4,296+109.2% |
| Admin fee / account holder | $38,230 | $7,941+381.4% | $12,998+194.1% | $6,918+452.6% |