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 | $201,474 | $91,538+120.1% | $129,995+55.0% | $75,163+168.0% |
| Participation rate | 87.2% | 71.4%+15.7pp | 78.5%+8.7pp | 67.2%+20.0pp |
| Annual return | 12.57% | -631.11%+643.7pp | -137.18%+149.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $17,494 | $2,845+514.8% | $4,320+305.0% | $2,670+555.3% |
| Participant deferral / active EE | $3,829 | $4,341-11.8% | $5,820-34.2% | $4,125-7.2% |
| Admin fee / account holder | $110,009 | $6,790+1520.1% | $10,614+936.4% | $5,651+1846.8% |