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 | $211,547 | $89,355+136.7% | $141,162+49.9% | $72,985+189.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 8.03% | 111.85%-103.8pp | 71.39%-63.4pp | 81.00%-73.0pp |
| Employer contribution / active EE | $4,216 | $3,114+35.4% | $4,735-11.0% | $2,440+72.8% |
| Participant deferral / active EE | $9,453 | $5,418+74.5% | $6,709+40.9% | $3,607+162.1% |
| Admin fee / account holder | $9,068 | $5,958+52.2% | $10,261-11.6% | $5,124+77.0% |