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 | $208,174 | $98,750+110.8% | $149,696+39.1% | $79,858+160.7% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.5%+12.1pp | 69.6%+25.0pp |
| Annual return | 3.92% | 27.43%-23.5pp | 276.60%-272.7pp | 31.71%-27.8pp |
| Employer contribution / active EE | $11,019 | $3,216+242.6% | $4,644+137.3% | $2,471+346.0% |
| Participant deferral / active EE | $14,251 | $5,680+150.9% | $6,842+108.3% | $3,740+281.0% |
| Admin fee / account holder | $2,566 | $6,053-57.6% | $9,309-72.4% | $5,306-51.6% |