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 | $216,614 | $77,634+179.0% | $156,549+38.4% | $62,891+244.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.13% | 50.32%-46.2pp | 32.23%-28.1pp | 20.14%-16.0pp |
| Employer contribution / active EE | $8,210 | $3,444+138.4% | $5,501+49.2% | $2,281+259.9% |
| Participant deferral / active EE | $4,926 | $3,045+61.8% | $4,871+1.1% | $3,203+53.8% |
| Admin fee / account holder | $5,579 | $5,561+0.3% | $13,027-57.2% | $4,296+29.9% |