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 | $248,354 | $93,571+165.4% | $135,903+82.7% | $75,163+230.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 10.80% | 30.90%-20.1pp | 68.23%-57.4pp | 160.62%-149.8pp |
| Employer contribution / active EE | $7,334 | $3,537+107.4% | $4,856+51.0% | $2,670+174.7% |
| Participant deferral / active EE | $12,322 | $6,404+92.4% | $7,758+58.8% | $4,125+198.7% |
| Admin fee / account holder | $26,990 | $6,975+286.9% | $10,762+150.8% | $5,651+377.6% |