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 | $219,260 | $89,355+145.4% | $141,162+55.3% | $72,985+200.4% |
| Participation rate | 96.6% | 75.1%+21.4pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 18.03% | 111.85%-93.8pp | 71.39%-53.4pp | 81.00%-63.0pp |
| Employer contribution / active EE | $10,936 | $3,114+251.1% | $4,735+131.0% | $2,440+348.2% |
| Participant deferral / active EE | $7,948 | $5,418+46.7% | $6,709+18.5% | $3,607+120.3% |
| Admin fee / account holder | $6,730 | $5,958+12.9% | $10,261-34.4% | $5,124+31.3% |