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 | $209,256 | $105,181+98.9% | $159,436+31.2% | $85,850+143.7% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.8%+12.4pp | 69.3%+25.9pp |
| Annual return | 12.38% | 45.07%-32.7pp | 263.57%-251.2pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,609 | $3,318-51.5% | $4,829-66.7% | $2,565-37.3% |
| Participant deferral / active EE | $13,744 | $5,945+131.2% | $7,352+86.9% | $3,952+247.8% |
| Admin fee / account holder | $34,560 | $6,933+398.5% | $10,799+220.0% | $6,260+452.1% |