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 | $234,664 | $148,978+57.5% | $200,582+17.0% | $84,808+176.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 11.12% | 28.16%-17.0pp | 42.33%-31.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $8,633 | $4,815+79.3% | $6,419+34.5% | $2,631+228.1% |
| Participant deferral / active EE | $4,826 | $7,142-32.4% | $9,331-48.3% | $4,212+14.6% |
| Admin fee / account holder | $1,950 | $13,977-86.0% | $16,305-88.0% | $7,344-73.4% |