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 6-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 | $210,678 | $109,881+91.7% | $150,045+40.4% | $84,808+148.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.27% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $5,509 | $3,561+54.7% | $4,693+17.4% | $2,631+109.4% |
| Participant deferral / active EE | $11,931 | $6,636+79.8% | $7,997+49.2% | $4,212+183.3% |
| Admin fee / account holder | $12,009 | $8,568+40.2% | $13,435-10.6% | $7,344+63.5% |