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 | $249,059 | $109,881+126.7% | $150,045+66.0% | $84,808+193.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 12.75% | 28.25%-15.5pp | 62.55%-49.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $10,780 | $3,561+202.7% | $4,693+129.7% | $2,631+309.8% |
| Participant deferral / active EE | $15,329 | $6,636+131.0% | $7,997+91.7% | $4,212+264.0% |
| Admin fee / account holder | $9,811 | $8,568+14.5% | $13,435-27.0% | $7,344+33.6% |