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 | $192,229 | $105,181+82.8% | $159,436+20.6% | $85,850+123.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 6.95% | 45.07%-38.1pp | 263.57%-256.6pp | 318.53%-311.6pp |
| Employer contribution / active EE | $9,138 | $3,318+175.4% | $4,829+89.2% | $2,565+256.2% |
| Participant deferral / active EE | $4,905 | $5,945-17.5% | $7,352-33.3% | $3,952+24.1% |
| Admin fee / account holder | $5,631 | $6,933-18.8% | $10,799-47.8% | $6,260-10.0% |