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 | $179,667 | $109,881+63.5% | $150,045+19.7% | $84,808+111.9% |
| Participation rate | 93.9% | 76.1%+17.8pp | 82.3%+11.6pp | 68.3%+25.6pp |
| Annual return | 12.77% | 28.25%-15.5pp | 62.55%-49.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $11,141 | $3,561+212.8% | $4,693+137.4% | $2,631+323.5% |
| Participant deferral / active EE | $11,098 | $6,636+67.2% | $7,997+38.8% | $4,212+163.5% |
| Admin fee / account holder | $51,095 | $8,568+496.3% | $13,435+280.3% | $7,344+595.8% |