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 | $226,862 | $85,202+166.3% | $172,739+31.3% | $72,985+210.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.01% | 27.32%-11.3pp | 802.84%-786.8pp | 81.00%-65.0pp |
| Employer contribution / active EE | $626 | $3,324-81.2% | $5,143-87.8% | $2,440-74.4% |
| Participant deferral / active EE | $6,718 | $3,260+106.1% | $5,198+29.2% | $3,607+86.2% |
| Admin fee / account holder | $10,676 | $5,884+81.4% | $13,954-23.5% | $5,124+108.3% |