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 | $247,427 | $81,248+204.5% | $155,509+59.1% | $80,856+206.0% |
| Participation rate | 97.1% | 66.2%+30.8pp | 78.2%+18.9pp | 67.6%+29.4pp |
| Annual return | 10.40% | 33.31%-22.9pp | 64.67%-54.3pp | 35.59%-25.2pp |
| Employer contribution / active EE | $10,618 | $3,100+242.5% | $4,672+127.2% | $2,755+285.4% |
| Participant deferral / active EE | $3,597 | $3,452+4.2% | $5,626-36.1% | $4,296-16.3% |
| Admin fee / account holder | $816 | $7,997-89.8% | $15,912-94.9% | $6,918-88.2% |