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 | $220,565 | $81,248+171.5% | $155,509+41.8% | $80,856+172.8% |
| Participation rate | 97.2% | 66.2%+31.0pp | 78.2%+19.0pp | 67.6%+29.6pp |
| Annual return | 10.18% | 33.31%-23.1pp | 64.67%-54.5pp | 35.59%-25.4pp |
| Employer contribution / active EE | $7,224 | $3,100+133.0% | $4,672+54.6% | $2,755+162.2% |
| Participant deferral / active EE | $7,407 | $3,452+114.6% | $5,626+31.7% | $4,296+72.4% |
| Admin fee / account holder | $2,754 | $7,997-65.6% | $15,912-82.7% | $6,918-60.2% |