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 7-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 | $244,639 | $154,228+58.6% | $145,433+68.2% | $137,256+78.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.87% | 74.59%-63.7pp | 66.58%-55.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $23,364 | $4,804+386.3% | $4,554+413.0% | $4,156+462.2% |
| Participant deferral / active EE | $15,656 | $8,216+90.5% | $7,897+98.2% | $6,407+144.4% |
| Admin fee / account holder | $79,130 | $14,344+451.7% | $13,129+502.7% | $12,270+544.9% |