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 | $230,781 | $81,248+184.0% | $155,509+48.4% | $80,856+185.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 5.10% | 33.31%-28.2pp | 64.67%-59.6pp | 35.59%-30.5pp |
| Employer contribution / active EE | $7,384 | $3,100+138.2% | $4,672+58.0% | $2,755+168.0% |
| Participant deferral / active EE | $7,544 | $3,452+118.6% | $5,626+34.1% | $4,296+75.6% |
| Admin fee / account holder | $20,588 | $7,997+157.4% | $15,912+29.4% | $6,918+197.6% |