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 | $208,892 | $102,966+102.9% | $90,281+131.4% | $152,861+36.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 7.37% | 95.16%-87.8pp | 78.10%-70.7pp | 345.32%-338.0pp |
| Employer contribution / active EE | $7,726 | $3,139+146.1% | $2,854+170.7% | $4,762+62.2% |
| Participant deferral / active EE | $7,561 | $4,281+76.6% | $3,885+94.6% | $5,850+29.2% |
| Admin fee / account holder | $13,515 | $6,171+119.0% | $5,351+152.6% | $11,596+16.5% |