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 | $149,950 | $65,365+129.4% | $92,893+61.4% | $72,985+105.5% |
| Participation rate | 79.2% | 68.3%+10.9pp | 76.0%+3.2pp | 69.5%+9.8pp |
| Annual return | 14.85% | 42.10%-27.3pp | 109.41%-94.6pp | 81.00%-66.2pp |
| Employer contribution / active EE | $5,024 | $2,594+93.7% | $3,653+37.6% | $2,440+105.9% |
| Participant deferral / active EE | $8,620 | $3,128+175.5% | $4,236+103.5% | $3,607+138.9% |
| Admin fee / account holder | $10,941 | $4,251+157.3% | $5,794+88.8% | $5,124+113.5% |