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 | $213,937 | $80,968+164.2% | $96,544+121.6% | $75,163+184.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 12.45% | 27.06%-14.6pp | 25.84%-13.4pp | 160.62%-148.2pp |
| Employer contribution / active EE | $4,789 | $2,282+109.9% | $2,965+61.5% | $2,670+79.4% |
| Participant deferral / active EE | $10,313 | $3,928+162.5% | $4,851+112.6% | $4,125+150.0% |
| Admin fee / account holder | $6,539 | $6,724-2.8% | $8,252-20.8% | $5,651+15.7% |