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 | $208,761 | $89,355+133.6% | $141,162+47.9% | $72,985+186.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.65% | 111.85%-95.2pp | 71.39%-54.7pp | 81.00%-64.4pp |
| Employer contribution / active EE | $3,500 | $3,114+12.4% | $4,735-26.1% | $2,440+43.5% |
| Participant deferral / active EE | $5,941 | $5,418+9.7% | $6,709-11.4% | $3,607+64.7% |
| Admin fee / account holder | $41,218 | $5,958+591.8% | $10,261+301.7% | $5,124+704.4% |