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 | $208,337 | $77,634+168.4% | $156,549+33.1% | $62,891+231.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.51% | 50.32%-45.8pp | 32.23%-27.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $10,236 | $3,444+197.2% | $5,501+86.1% | $2,281+348.8% |
| Participant deferral / active EE | $7,420 | $3,045+143.6% | $4,871+52.3% | $3,203+131.6% |
| Admin fee / account holder | $9,587 | $5,561+72.4% | $13,027-26.4% | $4,296+123.2% |