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 | $202,448 | $93,571+116.4% | $135,903+49.0% | $75,163+169.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 8.77% | 30.90%-22.1pp | 68.23%-59.5pp | 160.62%-151.9pp |
| Employer contribution / active EE | $7,145 | $3,537+102.0% | $4,856+47.1% | $2,670+167.6% |
| Participant deferral / active EE | $13,258 | $6,404+107.0% | $7,758+70.9% | $4,125+221.4% |
| Admin fee / account holder | $9,839 | $6,975+41.1% | $10,762-8.6% | $5,651+74.1% |