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 | $179,089 | $89,355+100.4% | $141,162+26.9% | $72,985+145.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.92% | 111.85%-95.9pp | 71.39%-55.5pp | 81.00%-65.1pp |
| Employer contribution / active EE | $9,108 | $3,114+192.4% | $4,735+92.3% | $2,440+273.3% |
| Participant deferral / active EE | $2,974 | $5,418-45.1% | $6,709-55.7% | $3,607-17.6% |
| Admin fee / account holder | $14,902 | $5,958+150.1% | $10,261+45.2% | $5,124+190.8% |