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 | $197,136 | $89,753+119.6% | $107,525+83.3% | $84,808+132.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 11.14% | 29.48%-18.3pp | 181.32%-170.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $11,455 | $3,113+267.9% | $3,754+205.2% | $2,631+335.4% |
| Participant deferral / active EE | $6,863 | $4,056+69.2% | $5,116+34.2% | $4,212+63.0% |
| Admin fee / account holder | $9,187 | $7,222+27.2% | $8,919+3.0% | $7,344+25.1% |