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 | $215,923 | $102,317+111.0% | $146,958+46.9% | $80,856+167.0% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 11.18% | 134.76%-123.6pp | 418.34%-407.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $8,238 | $3,713+121.9% | $4,933+67.0% | $2,755+199.1% |
| Participant deferral / active EE | $7,556 | $6,644+13.7% | $8,070-6.4% | $4,296+75.9% |
| Admin fee / account holder | $5,254 | $7,941-33.8% | $12,998-59.6% | $6,918-24.1% |