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 | $208,294 | $74,927+178.0% | $101,794+104.6% | $84,808+145.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 10.14% | 18.70%-8.6pp | 30.53%-20.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $8,641 | $1,522+467.8% | $2,289+277.5% | $2,631+228.4% |
| Participant deferral / active EE | $6,529 | $3,099+110.7% | $4,084+59.9% | $4,212+55.0% |
| Admin fee / account holder | $13,525 | $6,514+107.6% | $8,777+54.1% | $7,344+84.2% |