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 | $220,141 | $77,899+182.6% | $149,673+47.1% | $75,163+192.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.21% | 31.72%-19.5pp | 134.42%-122.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $6,732 | $3,137+114.6% | $4,818+39.7% | $2,670+152.2% |
| Participant deferral / active EE | $7,281 | $3,411+113.5% | $5,680+28.2% | $4,125+76.5% |
| Admin fee / account holder | $57,492 | $5,956+865.2% | $13,210+335.2% | $5,651+917.4% |