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 | $206,295 | $89,355+130.9% | $141,162+46.1% | $72,985+182.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.41% | 111.85%-93.4pp | 71.39%-53.0pp | 81.00%-62.6pp |
| Employer contribution / active EE | $4,712 | $3,114+51.3% | $4,735-0.5% | $2,440+93.1% |
| Participant deferral / active EE | $7,245 | $5,418+33.7% | $6,709+8.0% | $3,607+100.8% |
| Admin fee / account holder | $22,779 | $5,958+282.3% | $10,261+122.0% | $5,124+344.5% |