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 | $216,521 | $54,705+295.8% | $71,209+204.1% | $84,808+155.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 11.96% | 35.90%-23.9pp | 282.51%-270.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $11,674 | $2,158+441.0% | $2,721+329.0% | $2,631+343.7% |
| Participant deferral / active EE | $10,697 | $3,030+253.0% | $4,175+156.2% | $4,212+154.0% |
| Admin fee / account holder | $3,235 | $4,863-33.5% | $5,349-39.5% | $7,344-55.9% |