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 | $199,162 | $102,317+94.7% | $146,958+35.5% | $80,856+146.3% |
| Participation rate | 84.8% | 75.8%+9.0pp | 82.2%+2.7pp | 67.6%+17.2pp |
| Annual return | 7.58% | 134.76%-127.2pp | 418.34%-410.8pp | 35.59%-28.0pp |
| Employer contribution / active EE | $8,270 | $3,713+122.7% | $4,933+67.6% | $2,755+200.2% |
| Participant deferral / active EE | $9,169 | $6,644+38.0% | $8,070+13.6% | $4,296+113.4% |
| Admin fee / account holder | $28,824 | $7,941+263.0% | $12,998+121.8% | $6,918+316.7% |