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 | $231,027 | $85,766+169.4% | $136,294+69.5% | $70,131+229.4% |
| Participation rate | 94.9% | 74.2%+20.7pp | 81.9%+13.0pp | 69.5%+25.3pp |
| Annual return | 10.78% | 31.45%-20.7pp | 5155.94%-5145.2pp | 73.14%-62.4pp |
| Employer contribution / active EE | $11,006 | $2,966+271.1% | $4,695+134.4% | $2,342+369.8% |
| Participant deferral / active EE | $11,524 | $5,051+128.1% | $6,247+84.5% | $3,332+245.9% |
| Admin fee / account holder | $13,941 | $5,420+157.2% | $9,243+50.8% | $4,645+200.1% |