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 | $205,766 | $98,750+108.4% | $149,696+37.5% | $79,858+157.7% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.5%+13.0pp | 69.6%+25.8pp |
| Annual return | 11.55% | 27.43%-15.9pp | 276.60%-265.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,462 | $3,216-54.6% | $4,644-68.5% | $2,471-40.8% |
| Participant deferral / active EE | $12,707 | $5,680+123.7% | $6,842+85.7% | $3,740+239.8% |
| Admin fee / account holder | $3,524 | $6,053-41.8% | $9,309-62.1% | $5,306-33.6% |