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 | $206,935 | $85,766+141.3% | $136,294+51.8% | $70,131+195.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 9.83% | 31.45%-21.6pp | 5155.94%-5146.1pp | 73.14%-63.3pp |
| Employer contribution / active EE | $3,198 | $2,966+7.8% | $4,695-31.9% | $2,342+36.5% |
| Participant deferral / active EE | $8,031 | $5,051+59.0% | $6,247+28.6% | $3,332+141.0% |
| Admin fee / account holder | $2,635 | $5,420-51.4% | $9,243-71.5% | $4,645-43.3% |