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 | $237,377 | $65,561+262.1% | $86,188+175.4% | $75,163+215.8% |
| Participation rate | 88.0% | 60.5%+27.5pp | 69.0%+19.0pp | 67.2%+20.8pp |
| Annual return | 11.63% | 46.05%-34.4pp | 1168.45%-1156.8pp | 160.62%-149.0pp |
| Employer contribution / active EE | $4,705 | $1,553+203.1% | $2,380+97.7% | $2,670+76.2% |
| Participant deferral / active EE | $6,212 | $3,024+105.4% | $3,985+55.9% | $4,125+50.6% |
| Admin fee / account holder | $1,549 | $5,474-71.7% | $6,852-77.4% | $5,651-72.6% |