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 | $228,445 | $109,881+107.9% | $150,045+52.3% | $84,808+169.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.08% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $6,032 | $3,561+69.4% | $4,693+28.5% | $2,631+129.3% |
| Participant deferral / active EE | $13,102 | $6,636+97.4% | $7,997+63.8% | $4,212+211.1% |
| Admin fee / account holder | $12,164 | $8,568+42.0% | $13,435-9.5% | $7,344+65.6% |