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 | $212,062 | $89,355+137.3% | $141,162+50.2% | $72,985+190.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.18% | 111.85%-94.7pp | 71.39%-54.2pp | 81.00%-63.8pp |
| Employer contribution / active EE | $6,475 | $3,114+107.9% | $4,735+36.7% | $2,440+165.4% |
| Participant deferral / active EE | $8,813 | $5,418+62.7% | $6,709+31.4% | $3,607+144.3% |
| Admin fee / account holder | $31,708 | $5,958+432.2% | $10,261+209.0% | $5,124+518.8% |