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 | $201,396 | $77,899+158.5% | $149,673+34.6% | $75,163+167.9% |
| Participation rate | 97.9% | 65.6%+32.3pp | 78.8%+19.2pp | 67.2%+30.7pp |
| Annual return | 12.56% | 31.72%-19.2pp | 134.42%-121.9pp | 160.62%-148.1pp |
| Employer contribution / active EE | $11,086 | $3,137+253.3% | $4,818+130.1% | $2,670+315.2% |
| Participant deferral / active EE | $3,010 | $3,411-11.8% | $5,680-47.0% | $4,125-27.0% |
| Admin fee / account holder | $26,340 | $5,956+342.2% | $13,210+99.4% | $5,651+366.1% |