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 | $235,425 | $89,355+163.5% | $141,162+66.8% | $72,985+222.6% |
| Participation rate | 93.7% | 75.1%+18.5pp | 82.5%+11.2pp | 69.5%+24.2pp |
| Annual return | 5.57% | 111.85%-106.3pp | 71.39%-65.8pp | 81.00%-75.4pp |
| Employer contribution / active EE | $8,247 | $3,114+164.8% | $4,735+74.2% | $2,440+238.0% |
| Participant deferral / active EE | $8,366 | $5,418+54.4% | $6,709+24.7% | $3,607+131.9% |
| Admin fee / account holder | $3,681 | $5,958-38.2% | $10,261-64.1% | $5,124-28.2% |