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 | $169,226 | $63,346+167.1% | $92,233+83.5% | $70,131+141.3% |
| Participation rate | 96.3% | 68.7%+27.6pp | 76.5%+19.8pp | 69.5%+26.8pp |
| Annual return | 10.64% | 530.12%-519.5pp | 176.28%-165.6pp | 73.14%-62.5pp |
| Employer contribution / active EE | $11,111 | $2,471+349.6% | $3,679+202.0% | $2,342+374.3% |
| Participant deferral / active EE | $8,157 | $2,854+185.8% | $3,897+109.3% | $3,332+144.8% |
| Admin fee / account holder | $2,405 | $3,840-37.4% | $5,194-53.7% | $4,645-48.2% |