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 | $196,745 | $70,669+178.4% | $169,368+16.2% | $75,163+161.8% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 11.36% | 36.36%-25.0pp | 405.60%-394.2pp | 160.62%-149.3pp |
| Employer contribution / active EE | $5,727 | $2,211+159.1% | $4,013+42.7% | $2,670+114.5% |
| Participant deferral / active EE | $8,592 | $4,311+99.3% | $6,221+38.1% | $4,125+108.3% |
| Admin fee / account holder | $9,743 | $5,402+80.3% | $9,003+8.2% | $5,651+72.4% |