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 | $220,005 | $48,230+356.2% | $67,502+225.9% | $80,856+172.1% |
| Participation rate | 75.0% | 66.4%+8.6pp | 72.9%+2.1pp | 67.6%+7.4pp |
| Annual return | 9.81% | 18.28%-8.5pp | 3512.12%-3502.3pp | 35.59%-25.8pp |
| Employer contribution / active EE | $9,549 | $2,020+372.8% | $2,731+249.7% | $2,755+246.6% |
| Participant deferral / active EE | $3,780 | $2,924+29.3% | $4,000-5.5% | $4,296-12.0% |
| Admin fee / account holder | $20,196 | $3,681+448.6% | $3,998+405.2% | $6,918+191.9% |