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 | $221,094 | $81,248+172.1% | $155,509+42.2% | $80,856+173.4% |
| Participation rate | 90.9% | 66.2%+24.7pp | 78.2%+12.7pp | 67.6%+23.3pp |
| Annual return | 9.99% | 33.31%-23.3pp | 64.67%-54.7pp | 35.59%-25.6pp |
| Employer contribution / active EE | $10,598 | $3,100+241.8% | $4,672+126.8% | $2,755+284.7% |
| Participant deferral / active EE | $5,428 | $3,452+57.3% | $5,626-3.5% | $4,296+26.4% |
| Admin fee / account holder | $2,558 | $7,997-68.0% | $15,912-83.9% | $6,918-63.0% |