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 | $203,242 | $109,881+85.0% | $150,045+35.5% | $84,808+139.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 6.03% | 28.25%-22.2pp | 62.55%-56.5pp | 40.90%-34.9pp |
| Employer contribution / active EE | $16,480 | $3,561+362.8% | $4,693+251.2% | $2,631+526.4% |
| Participant deferral / active EE | $6,030 | $6,636-9.1% | $7,997-24.6% | $4,212+43.2% |
| Admin fee / account holder | $7,750 | $8,568-9.5% | $13,435-42.3% | $7,344+5.5% |