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 | $221,370 | $85,202+159.8% | $172,739+28.2% | $72,985+203.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 9.43% | 27.32%-17.9pp | 802.84%-793.4pp | 81.00%-71.6pp |
| Employer contribution / active EE | $3,984 | $3,324+19.8% | $5,143-22.5% | $2,440+63.3% |
| Participant deferral / active EE | $4,624 | $3,260+41.8% | $5,198-11.0% | $3,607+28.2% |
| Admin fee / account holder | $20,085 | $5,884+241.4% | $13,954+43.9% | $5,124+291.9% |