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 | $245,105 | $89,355+174.3% | $141,162+73.6% | $72,985+235.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 4.09% | 111.85%-107.8pp | 71.39%-67.3pp | 81.00%-76.9pp |
| Employer contribution / active EE | $5,120 | $3,114+64.4% | $4,735+8.1% | $2,440+109.8% |
| Participant deferral / active EE | $15,330 | $5,418+182.9% | $6,709+128.5% | $3,607+325.0% |
| Admin fee / account holder | $4,590 | $5,958-23.0% | $10,261-55.3% | $5,124-10.4% |