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 | $223,742 | $85,202+162.6% | $172,739+29.5% | $72,985+206.6% |
| Participation rate | 97.1% | 70.1%+27.1pp | 82.6%+14.5pp | 69.5%+27.7pp |
| Annual return | 14.48% | 27.32%-12.8pp | 802.84%-788.4pp | 81.00%-66.5pp |
| Employer contribution / active EE | $8,373 | $3,324+151.9% | $5,143+62.8% | $2,440+243.2% |
| Participant deferral / active EE | $7,130 | $3,260+118.7% | $5,198+37.2% | $3,607+97.6% |
| Admin fee / account holder | $13,518 | $5,884+129.7% | $13,954-3.1% | $5,124+163.8% |