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 | $198,819 | $89,355+122.5% | $141,162+40.8% | $72,985+172.4% |
| Participation rate | 87.2% | 75.1%+12.1pp | 82.5%+4.7pp | 69.5%+17.7pp |
| Annual return | 17.75% | 111.85%-94.1pp | 71.39%-53.6pp | 81.00%-63.2pp |
| Employer contribution / active EE | $9,443 | $3,114+203.2% | $4,735+99.4% | $2,440+287.0% |
| Participant deferral / active EE | $8,663 | $5,418+59.9% | $6,709+29.1% | $3,607+140.2% |
| Admin fee / account holder | $44,255 | $5,958+642.8% | $10,261+331.3% | $5,124+763.6% |