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 | $227,828 | $101,724+124.0% | $164,813+38.2% | $80,856+181.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.09% | 16.72%-7.6pp | 69.93%-60.8pp | 35.59%-26.5pp |
| Employer contribution / active EE | $8,913 | $2,953+201.8% | $4,341+105.3% | $2,755+223.5% |
| Participant deferral / active EE | $10,894 | $4,477+143.3% | $6,031+80.6% | $4,296+153.6% |
| Admin fee / account holder | $4,172 | $8,227-49.3% | $12,690-67.1% | $6,918-39.7% |