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 | $240,972 | $109,881+119.3% | $150,045+60.6% | $84,808+184.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 12.48% | 28.25%-15.8pp | 62.55%-50.1pp | 40.90%-28.4pp |
| Employer contribution / active EE | $4,122 | $3,561+15.7% | $4,693-12.2% | $2,631+56.7% |
| Participant deferral / active EE | $11,626 | $6,636+75.2% | $7,997+45.4% | $4,212+176.0% |
| Admin fee / account holder | $23,155 | $8,568+170.2% | $13,435+72.4% | $7,344+215.3% |