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 | $211,337 | $80,673+162.0% | $101,326+108.6% | $84,808+149.2% |
| Participation rate | 98.2% | 77.8%+20.4pp | 81.5%+16.7pp | 68.3%+29.9pp |
| Annual return | 14.45% | 38.95%-24.5pp | 36.82%-22.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,553 | $2,698+68.8% | $3,665+24.2% | $2,631+73.0% |
| Participant deferral / active EE | $11,705 | $6,840+71.1% | $7,994+46.4% | $4,212+177.9% |
| Admin fee / account holder | $50,457 | $12,784+294.7% | $11,185+351.1% | $7,344+587.1% |