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 | $247,801 | $89,698+176.3% | $103,476+139.5% | $80,856+206.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 7.86% | 22.78%-14.9pp | 23.90%-16.0pp | 35.59%-27.7pp |
| Employer contribution / active EE | $13,236 | $4,018+229.4% | $4,672+183.3% | $2,755+380.5% |
| Participant deferral / active EE | $6,650 | $5,456+21.9% | $6,623+0.4% | $4,296+54.8% |
| Admin fee / account holder | $14,107 | $6,768+108.4% | $9,413+49.9% | $6,918+103.9% |