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 | $234,744 | $105,181+123.2% | $159,436+47.2% | $85,850+173.4% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.8%+8.3pp | 69.3%+21.8pp |
| Annual return | 11.09% | 45.07%-34.0pp | 263.57%-252.5pp | 318.53%-307.4pp |
| Employer contribution / active EE | $3,803 | $3,318+14.6% | $4,829-21.3% | $2,565+48.2% |
| Participant deferral / active EE | $9,477 | $5,945+59.4% | $7,352+28.9% | $3,952+139.8% |
| Admin fee / account holder | $3,255 | $6,933-53.0% | $10,799-69.9% | $6,260-48.0% |