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 | $178,871 | $98,750+81.1% | $149,696+19.5% | $79,858+124.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.80% | 27.43%-16.6pp | 276.60%-265.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $7,336 | $3,216+128.1% | $4,644+58.0% | $2,471+196.9% |
| Participant deferral / active EE | $9,532 | $5,680+67.8% | $6,842+39.3% | $3,740+154.9% |
| Admin fee / account holder | $9,337 | $6,053+54.3% | $9,309+0.3% | $5,306+76.0% |