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 | $235,675 | $85,766+174.8% | $136,294+72.9% | $70,131+236.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.09% | 31.45%-18.4pp | 5155.94%-5142.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $5,265 | $2,966+77.5% | $4,695+12.1% | $2,342+124.8% |
| Participant deferral / active EE | $7,889 | $5,051+56.2% | $6,247+26.3% | $3,332+136.8% |
| Admin fee / account holder | $13,180 | $5,420+143.1% | $9,243+42.6% | $4,645+183.7% |