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 | $226,931 | $93,571+142.5% | $135,903+67.0% | $75,163+201.9% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.6pp | 67.2%+21.3pp |
| Annual return | 13.72% | 30.90%-17.2pp | 68.23%-54.5pp | 160.62%-146.9pp |
| Employer contribution / active EE | $4,940 | $3,537+39.7% | $4,856+1.7% | $2,670+85.0% |
| Participant deferral / active EE | $8,994 | $6,404+40.4% | $7,758+15.9% | $4,125+118.0% |
| Admin fee / account holder | $116,435 | $6,975+1569.2% | $10,762+981.9% | $5,651+1960.5% |