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 | $213,777 | $95,416+124.0% | $185,823+15.0% | $85,850+149.0% |
| Participation rate | 93.5% | 68.8%+24.8pp | 81.7%+11.8pp | 69.3%+24.2pp |
| Annual return | 9.94% | 23.59%-13.6pp | 122.05%-112.1pp | 318.53%-308.6pp |
| Employer contribution / active EE | $6,603 | $3,314+99.3% | $5,167+27.8% | $2,565+157.4% |
| Participant deferral / active EE | $7,447 | $3,423+117.5% | $5,568+33.7% | $3,952+88.4% |
| Admin fee / account holder | $39,540 | $7,213+448.2% | $16,237+143.5% | $6,260+531.6% |