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 | $216,947 | $57,281+278.7% | $86,612+150.5% | $75,163+188.6% |
| Participation rate | 85.7% | 63.2%+22.5pp | 71.7%+14.0pp | 67.2%+18.5pp |
| Annual return | 13.37% | 2670.75%-2657.4pp | 591.07%-577.7pp | 160.62%-147.2pp |
| Employer contribution / active EE | $5,949 | $2,314+157.1% | $3,022+96.8% | $2,670+122.8% |
| Participant deferral / active EE | $8,014 | $3,318+141.5% | $4,438+80.6% | $4,125+94.3% |
| Admin fee / account holder | $5,027 | $4,112+22.2% | $5,614-10.5% | $5,651-11.0% |