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 | $216,591 | $81,248+166.6% | $155,509+39.3% | $80,856+167.9% |
| Participation rate | 85.2% | 66.2%+19.0pp | 78.2%+7.0pp | 67.6%+17.5pp |
| Annual return | 9.57% | 33.31%-23.7pp | 64.67%-55.1pp | 35.59%-26.0pp |
| Employer contribution / active EE | $3,628 | $3,100+17.0% | $4,672-22.3% | $2,755+31.7% |
| Participant deferral / active EE | $10,954 | $3,452+217.4% | $5,626+94.7% | $4,296+155.0% |
| Admin fee / account holder | $137,512 | $7,997+1619.5% | $15,912+764.2% | $6,918+1887.8% |