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 | $222,364 | $98,750+125.2% | $149,696+48.5% | $79,858+178.4% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.7pp |
| Annual return | 11.02% | 27.43%-16.4pp | 276.60%-265.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $6,526 | $3,216+102.9% | $4,644+40.5% | $2,471+164.1% |
| Participant deferral / active EE | $12,016 | $5,680+111.5% | $6,842+75.6% | $3,740+221.3% |
| Admin fee / account holder | $16,432 | $6,053+171.5% | $9,309+76.5% | $5,306+209.7% |