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 | $208,227 | $98,750+110.9% | $149,696+39.1% | $79,858+160.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 8.92% | 27.43%-18.5pp | 276.60%-267.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $4,105 | $3,216+27.6% | $4,644-11.6% | $2,471+66.1% |
| Participant deferral / active EE | $5,103 | $5,680-10.2% | $6,842-25.4% | $3,740+36.4% |
| Admin fee / account holder | $26,207 | $6,053+333.0% | $9,309+181.5% | $5,306+393.9% |