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 | $206,253 | $89,355+130.8% | $141,162+46.1% | $72,985+182.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.95% | 111.85%-92.9pp | 71.39%-52.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $3,489 | $3,114+12.0% | $4,735-26.3% | $2,440+43.0% |
| Participant deferral / active EE | $9,043 | $5,418+66.9% | $6,709+34.8% | $3,607+150.7% |
| Admin fee / account holder | $12,409 | $5,958+108.3% | $10,261+20.9% | $5,124+142.2% |