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 | $212,774 | $109,881+93.6% | $150,045+41.8% | $84,808+150.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 11.71% | 28.25%-16.5pp | 62.55%-50.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $6,001 | $3,561+68.5% | $4,693+27.9% | $2,631+128.1% |
| Participant deferral / active EE | $12,541 | $6,636+89.0% | $7,997+56.8% | $4,212+197.8% |
| Admin fee / account holder | $68,745 | $8,568+702.3% | $13,435+411.7% | $7,344+836.1% |