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 | $197,307 | $89,355+120.8% | $141,162+39.8% | $72,985+170.3% |
| Participation rate | 96.7% | 75.1%+21.5pp | 82.5%+14.2pp | 69.5%+27.2pp |
| Annual return | 18.23% | 111.85%-93.6pp | 71.39%-53.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $6,984 | $3,114+124.2% | $4,735+47.5% | $2,440+186.2% |
| Participant deferral / active EE | $8,657 | $5,418+59.8% | $6,709+29.0% | $3,607+140.0% |
| Admin fee / account holder | $44,818 | $5,958+652.2% | $10,261+336.8% | $5,124+774.6% |