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 | $195,775 | $77,899+151.3% | $149,673+30.8% | $75,163+160.5% |
| Participation rate | 91.1% | 65.6%+25.5pp | 78.8%+12.3pp | 67.2%+23.9pp |
| Annual return | 11.49% | 31.72%-20.2pp | 134.42%-122.9pp | 160.62%-149.1pp |
| Employer contribution / active EE | $9,966 | $3,137+217.7% | $4,818+106.9% | $2,670+273.3% |
| Participant deferral / active EE | $8,101 | $3,411+137.5% | $5,680+42.6% | $4,125+96.4% |
| Admin fee / account holder | $110,004 | $5,956+1746.8% | $13,210+732.7% | $5,651+1846.7% |