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 | $226,883 | $98,750+129.8% | $149,696+51.6% | $79,858+184.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.17% | 27.43%-15.3pp | 276.60%-264.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $4,870 | $3,216+51.4% | $4,644+4.9% | $2,471+97.1% |
| Participant deferral / active EE | $9,013 | $5,680+58.7% | $6,842+31.7% | $3,740+141.0% |
| Admin fee / account holder | $8,161 | $6,053+34.8% | $9,309-12.3% | $5,306+53.8% |