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 | $219,303 | $77,899+181.5% | $149,673+46.5% | $75,163+191.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 9.53% | 31.72%-22.2pp | 134.42%-124.9pp | 160.62%-151.1pp |
| Employer contribution / active EE | $15,548 | $3,137+395.6% | $4,818+222.7% | $2,670+482.4% |
| Participant deferral / active EE | $3,678 | $3,411+7.8% | $5,680-35.2% | $4,125-10.8% |
| Admin fee / account holder | $6,635 | $5,956+11.4% | $13,210-49.8% | $5,651+17.4% |