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 | $193,075 | $89,355+116.1% | $141,162+36.8% | $72,985+164.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.20% | 111.85%-95.6pp | 71.39%-55.2pp | 81.00%-64.8pp |
| Employer contribution / active EE | $6,504 | $3,114+108.8% | $4,735+37.4% | $2,440+166.6% |
| Participant deferral / active EE | $9,437 | $5,418+74.2% | $6,709+40.7% | $3,607+161.6% |
| Admin fee / account holder | $23,246 | $5,958+290.2% | $10,261+126.5% | $5,124+353.6% |