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 | $228,109 | $109,881+107.6% | $150,045+52.0% | $84,808+169.0% |
| Participation rate | 91.2% | 76.1%+15.1pp | 82.3%+8.9pp | 68.3%+22.9pp |
| Annual return | 11.92% | 28.25%-16.3pp | 62.55%-50.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $6,285 | $3,561+76.5% | $4,693+33.9% | $2,631+138.9% |
| Participant deferral / active EE | $11,052 | $6,636+66.5% | $7,997+38.2% | $4,212+162.4% |
| Admin fee / account holder | $5,918 | $8,568-30.9% | $13,435-55.9% | $7,344-19.4% |