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 | $239,451 | $65,365+266.3% | $92,893+157.8% | $72,985+228.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 8.94% | 42.10%-33.2pp | 109.41%-100.5pp | 81.00%-72.1pp |
| Employer contribution / active EE | $7,223 | $2,594+178.4% | $3,653+97.7% | $2,440+196.0% |
| Participant deferral / active EE | $7,255 | $3,128+131.9% | $4,236+71.3% | $3,607+101.1% |
| Admin fee / account holder | $23,899 | $4,251+462.2% | $5,794+312.5% | $5,124+366.4% |