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 | $201,548 | $125,758+60.3% | $169,993+18.6% | $75,163+168.1% |
| Participation rate | 92.0% | 83.6%+8.4pp | 87.0%+5.0pp | 67.2%+24.8pp |
| Annual return | 12.53% | 27.20%-14.7pp | 53.37%-40.8pp | 160.62%-148.1pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,298 | $6,837-51.8% | $10,408-68.3% | $4,125-20.0% |
| Admin fee / account holder | $14,575 | $8,173+78.3% | $12,815+13.7% | $5,651+157.9% |