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 | $207,538 | $91,190+127.6% | $178,490+16.3% | $79,858+159.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.07% | 24.19%-17.1pp | 151.07%-144.0pp | 31.71%-24.6pp |
| Employer contribution / active EE | $6,269 | $3,256+92.6% | $5,011+25.1% | $2,471+153.7% |
| Participant deferral / active EE | $6,183 | $3,236+91.0% | $5,202+18.9% | $3,740+65.3% |
| Admin fee / account holder | $13,719 | $6,751+103.2% | $13,984-1.9% | $5,306+158.5% |