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 | $208,487 | $102,317+103.8% | $146,958+41.9% | $80,856+157.8% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 11.79% | 134.76%-123.0pp | 418.34%-406.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $19,332 | $3,713+420.6% | $4,933+291.9% | $2,755+601.7% |
| Participant deferral / active EE | $6,726 | $6,644+1.2% | $8,070-16.7% | $4,296+56.6% |
| Admin fee / account holder | $18,822 | $7,941+137.0% | $12,998+44.8% | $6,918+172.1% |