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 | $222,290 | $89,355+148.8% | $141,162+57.5% | $72,985+204.6% |
| Participation rate | 93.6% | 75.1%+18.5pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 10.60% | 111.85%-101.2pp | 71.39%-60.8pp | 81.00%-70.4pp |
| Employer contribution / active EE | $6,502 | $3,114+108.8% | $4,735+37.3% | $2,440+166.5% |
| Participant deferral / active EE | $8,017 | $5,418+48.0% | $6,709+19.5% | $3,607+122.2% |
| Admin fee / account holder | $5,584 | $5,958-6.3% | $10,261-45.6% | $5,124+9.0% |