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 | $249,382 | $77,899+220.1% | $149,673+66.6% | $75,163+231.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 11.13% | 31.72%-20.6pp | 134.42%-123.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $5,221 | $3,137+66.4% | $4,818+8.4% | $2,670+95.5% |
| Participant deferral / active EE | $4,274 | $3,411+25.3% | $5,680-24.8% | $4,125+3.6% |
| Admin fee / account holder | $5,709 | $5,956-4.2% | $13,210-56.8% | $5,651+1.0% |