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 | $192,948 | $89,355+115.9% | $141,162+36.7% | $72,985+164.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 12.00% | 111.85%-99.8pp | 71.39%-59.4pp | 81.00%-69.0pp |
| Employer contribution / active EE | $7,212 | $3,114+131.6% | $4,735+52.3% | $2,440+195.6% |
| Participant deferral / active EE | $7,292 | $5,418+34.6% | $6,709+8.7% | $3,607+102.1% |
| Admin fee / account holder | $5,731 | $5,958-3.8% | $10,261-44.1% | $5,124+11.8% |