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 | $226,828 | $77,145+194.0% | $108,410+109.2% | $85,850+164.2% |
| Participation rate | 86.7% | 74.7%+12.0pp | 80.1%+6.5pp | 69.3%+17.4pp |
| Annual return | 10.25% | 44.54%-34.3pp | 905.27%-895.0pp | 318.53%-308.3pp |
| Employer contribution / active EE | $7,168 | $2,379+201.2% | $3,558+101.4% | $2,565+179.4% |
| Participant deferral / active EE | $4,524 | $5,566-18.7% | $6,563-31.1% | $3,952+14.5% |
| Admin fee / account holder | $16,125 | $5,172+211.8% | $7,295+121.0% | $6,260+157.6% |