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 | $196,048 | $48,795+301.8% | $65,493+199.3% | $84,808+131.2% |
| Participation rate | 88.9% | 67.0%+21.9pp | 73.1%+15.8pp | 68.3%+20.6pp |
| Annual return | 10.01% | 20.20%-10.2pp | 982.45%-972.4pp | 40.90%-30.9pp |
| Employer contribution / active EE | $3,304 | $1,930+71.2% | $2,574+28.4% | $2,631+25.6% |
| Participant deferral / active EE | $7,343 | $2,928+150.7% | $3,961+85.4% | $4,212+74.3% |
| Admin fee / account holder | $26,301 | $3,877+578.4% | $5,028+423.1% | $7,344+258.1% |