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 8-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 | $231,895 | $82,882+179.8% | $127,761+81.5% | $72,985+217.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 14.93% | 32.20%-17.3pp | 26.14%-11.2pp | 81.00%-66.1pp |
| Employer contribution / active EE | $5,712 | $3,346+70.7% | $4,574+24.9% | $2,440+134.1% |
| Participant deferral / active EE | $9,055 | $4,791+89.0% | $6,021+50.4% | $3,607+151.0% |
| Admin fee / account holder | $9,544 | $6,487+47.1% | $9,395+1.6% | $5,124+86.3% |