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 | $232,606 | $109,881+111.7% | $150,045+55.0% | $84,808+174.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 12.62% | 28.25%-15.6pp | 62.55%-49.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $5,044 | $3,561+41.6% | $4,693+7.5% | $2,631+91.7% |
| Participant deferral / active EE | $6,610 | $6,636-0.4% | $7,997-17.3% | $4,212+56.9% |
| Admin fee / account holder | $27,225 | $8,568+217.8% | $13,435+102.6% | $7,344+270.7% |