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 | $247,843 | $109,881+125.6% | $150,045+65.2% | $84,808+192.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.21% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $9,667 | $3,561+171.5% | $4,693+106.0% | $2,631+267.4% |
| Participant deferral / active EE | $11,973 | $6,636+80.4% | $7,997+49.7% | $4,212+184.3% |
| Admin fee / account holder | $56,377 | $8,568+558.0% | $13,435+319.6% | $7,344+667.7% |