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 | $228,313 | $81,460+180.3% | $103,333+120.9% | $80,856+182.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 8.73% | 25.55%-16.8pp | 24.88%-16.2pp | 35.59%-26.9pp |
| Employer contribution / active EE | $3,868 | $3,105+24.6% | $3,8680% | $2,755+40.4% |
| Participant deferral / active EE | $12,764 | $3,869+229.9% | $5,057+152.4% | $4,296+197.1% |
| Admin fee / account holder | $29,759 | $6,566+353.2% | $8,355+256.2% | $6,918+330.2% |