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 | $197,602 | $80,717+144.8% | $154,803+27.6% | $84,808+133.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 12.47% | 37.96%-25.5pp | 58.88%-46.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $4,461 | $2,761+61.6% | $4,305+3.6% | $2,631+69.6% |
| Participant deferral / active EE | $8,572 | $3,303+159.5% | $5,540+54.7% | $4,212+103.5% |
| Admin fee / account holder | $29,434 | $6,746+336.3% | $14,329+105.4% | $7,344+300.8% |