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 | $241,374 | $89,355+170.1% | $141,162+71.0% | $72,985+230.7% |
| Participation rate | 91.2% | 75.1%+16.1pp | 82.5%+8.7pp | 69.5%+21.7pp |
| Annual return | 13.80% | 111.85%-98.0pp | 71.39%-57.6pp | 81.00%-67.2pp |
| Employer contribution / active EE | $7,745 | $3,114+148.7% | $4,735+63.6% | $2,440+217.4% |
| Participant deferral / active EE | $8,081 | $5,418+49.2% | $6,709+20.5% | $3,607+124.0% |
| Admin fee / account holder | $30,614 | $5,958+413.8% | $10,261+198.3% | $5,124+497.4% |