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 | $229,659 | $63,861+259.6% | $104,607+119.5% | $79,858+187.6% |
| Participation rate | 98.3% | 64.9%+33.4pp | 74.1%+24.3pp | 69.6%+28.7pp |
| Annual return | 7.01% | 21.30%-14.3pp | 340.46%-333.5pp | 31.71%-24.7pp |
| Employer contribution / active EE | $4,993 | $1,588+214.4% | $2,681+86.3% | $2,471+102.1% |
| Participant deferral / active EE | $4,068 | $2,693+51.0% | $3,740+8.8% | $3,740+8.8% |
| Admin fee / account holder | $3,737 | $4,185-10.7% | $6,473-42.3% | $5,306-29.6% |