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 | $248,011 | $105,181+135.8% | $159,436+55.6% | $85,850+188.9% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.8%+10.7pp | 69.3%+24.2pp |
| Annual return | 6.72% | 45.07%-38.4pp | 263.57%-256.8pp | 318.53%-311.8pp |
| Employer contribution / active EE | $6,177 | $3,318+86.2% | $4,829+27.9% | $2,565+140.8% |
| Participant deferral / active EE | $9,203 | $5,945+54.8% | $7,352+25.2% | $3,952+132.9% |
| Admin fee / account holder | $14,400 | $6,933+107.7% | $10,799+33.4% | $6,260+130.0% |