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 | $212,551 | $91,190+133.1% | $178,490+19.1% | $79,858+166.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 6.79% | 24.19%-17.4pp | 151.07%-144.3pp | 31.71%-24.9pp |
| Employer contribution / active EE | $11,163 | $3,256+242.9% | $5,011+122.8% | $2,471+351.8% |
| Participant deferral / active EE | $6,193 | $3,236+91.4% | $5,202+19.1% | $3,740+65.6% |
| Admin fee / account holder | $75,613 | $6,751+1020.0% | $13,984+440.7% | $5,306+1325.0% |