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 | $231,215 | $65,041+255.5% | $90,951+154.2% | $79,858+189.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 9.52% | 30.45%-20.9pp | 134.60%-125.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $5,464 | $1,247+338.1% | $2,122+157.5% | $2,471+121.1% |
| Participant deferral / active EE | $6,344 | $2,512+152.6% | $3,373+88.1% | $3,740+69.6% |
| Admin fee / account holder | $1,116 | $4,536-75.4% | $5,959-81.3% | $5,306-79.0% |