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 | $214,649 | $124,281+72.7% | $109,143+96.7% | $167,490+28.2% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.9%+19.1pp | 82.1%+12.9pp |
| Annual return | 5.86% | 26.04%-20.2pp | 25.75%-19.9pp | 478.56%-472.7pp |
| Employer contribution / active EE | $8,492 | $4,207+101.8% | $3,722+128.2% | $4,837+75.5% |
| Participant deferral / active EE | $8,890 | $5,255+69.2% | $4,653+91.0% | $6,341+40.2% |
| Admin fee / account holder | $871 | $7,970-89.1% | $6,752-87.1% | $12,309-92.9% |