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 | $245,328 | $98,750+148.4% | $149,696+63.9% | $79,858+207.2% |
| Participation rate | 94.3% | 75.8%+18.6pp | 82.5%+11.9pp | 69.6%+24.7pp |
| Annual return | 6.58% | 27.43%-20.8pp | 276.60%-270.0pp | 31.71%-25.1pp |
| Employer contribution / active EE | $2,578 | $3,216-19.8% | $4,644-44.5% | $2,471+4.3% |
| Participant deferral / active EE | $9,707 | $5,680+70.9% | $6,842+41.9% | $3,740+159.5% |
| Admin fee / account holder | $23,533 | $6,053+288.8% | $9,309+152.8% | $5,306+343.5% |