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 | $235,067 | $89,355+163.1% | $141,162+66.5% | $72,985+222.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.35% | 111.85%-93.5pp | 71.39%-53.0pp | 81.00%-62.7pp |
| Employer contribution / active EE | $21,879 | $3,114+602.5% | $4,735+362.1% | $2,440+796.8% |
| Participant deferral / active EE | $9,618 | $5,418+77.5% | $6,709+43.4% | $3,607+166.6% |
| Admin fee / account holder | $1,974 | $5,958-66.9% | $10,261-80.8% | $5,124-61.5% |