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 | $222,291 | $91,190+143.8% | $178,490+24.5% | $79,858+178.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 3.48% | 24.19%-20.7pp | 151.07%-147.6pp | 31.71%-28.2pp |
| Employer contribution / active EE | $11,335 | $3,256+248.1% | $5,011+126.2% | $2,471+358.7% |
| Participant deferral / active EE | $5,663 | $3,236+75.0% | $5,202+8.9% | $3,740+51.4% |
| Admin fee / account holder | $7,199 | $6,751+6.6% | $13,984-48.5% | $5,306+35.7% |