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 | $237,153 | $89,355+165.4% | $141,162+68.0% | $72,985+224.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.94% | 111.85%-94.9pp | 71.39%-54.5pp | 81.00%-64.1pp |
| Employer contribution / active EE | $6,974 | $3,114+123.9% | $4,735+47.3% | $2,440+185.9% |
| Participant deferral / active EE | $5,225 | $5,418-3.6% | $6,709-22.1% | $3,607+44.8% |
| Admin fee / account holder | $34,285 | $5,958+475.4% | $10,261+234.1% | $5,124+569.1% |