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 | $228,999 | $109,881+108.4% | $150,045+52.6% | $84,808+170.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 3.94% | 28.25%-24.3pp | 62.55%-58.6pp | 40.90%-37.0pp |
| Employer contribution / active EE | $7,443 | $3,561+109.0% | $4,693+58.6% | $2,631+182.9% |
| Participant deferral / active EE | $4,416 | $6,636-33.4% | $7,997-44.8% | $4,212+4.9% |
| Admin fee / account holder | $134,226 | $8,568+1466.6% | $13,435+899.1% | $7,344+1727.7% |