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 | $202,946 | $49,922+306.5% | $80,569+151.9% | $75,163+170.0% |
| Participation rate | 96.9% | 55.3%+41.6pp | 67.0%+29.9pp | 67.2%+29.7pp |
| Annual return | 11.87% | 34.69%-22.8pp | 935.43%-923.6pp | 160.62%-148.7pp |
| Employer contribution / active EE | $13,705 | $1,698+707.0% | $2,723+403.2% | $2,670+413.3% |
| Participant deferral / active EE | $4,194 | $2,990+40.2% | $4,447-5.7% | $4,125+1.7% |
| Admin fee / account holder | $50,620 | $3,577+1315.1% | $5,377+841.4% | $5,651+795.8% |