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 | $217,218 | $137,414+58.1% | $189,513+14.6% | $85,850+153.0% |
| Participation rate | 85.7% | 84.6%+1.1pp | 87.8%-2.1pp | 69.3%+16.4pp |
| Annual return | 11.57% | 38.14%-26.6pp | 555.15%-543.6pp | 318.53%-307.0pp |
| Employer contribution / active EE | $15,994 | $4,344+268.2% | $6,162+159.6% | $2,565+523.5% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $14,047 | $8,630+62.8% | $12,045+16.6% | $6,260+124.4% |