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 | $207,673 | $89,355+132.4% | $141,162+47.1% | $72,985+184.5% |
| Participation rate | 91.2% | 75.1%+16.1pp | 82.5%+8.7pp | 69.5%+21.7pp |
| Annual return | 1.63% | 111.85%-110.2pp | 71.39%-69.8pp | 81.00%-79.4pp |
| Employer contribution / active EE | $4,703 | $3,114+51.0% | $4,735-0.7% | $2,440+92.7% |
| Participant deferral / active EE | $6,396 | $5,418+18.1% | $6,709-4.7% | $3,607+77.3% |
| Admin fee / account holder | $2,062 | $5,958-65.4% | $10,261-79.9% | $5,124-59.8% |