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 | $226,856 | $89,355+153.9% | $141,162+60.7% | $72,985+210.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 5.67% | 111.85%-106.2pp | 71.39%-65.7pp | 81.00%-75.3pp |
| Employer contribution / active EE | $5,238 | $3,114+68.2% | $4,735+10.6% | $2,440+114.7% |
| Participant deferral / active EE | $7,767 | $5,418+43.4% | $6,709+15.8% | $3,607+115.3% |
| Admin fee / account holder | $18,184 | $5,958+205.2% | $10,261+77.2% | $5,124+254.8% |