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 | $239,750 | $93,571+156.2% | $135,903+76.4% | $75,163+219.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 12.32% | 30.90%-18.6pp | 68.23%-55.9pp | 160.62%-148.3pp |
| Employer contribution / active EE | $12,516 | $3,537+253.9% | $4,856+157.7% | $2,670+368.8% |
| Participant deferral / active EE | $12,694 | $6,404+98.2% | $7,758+63.6% | $4,125+207.7% |
| Admin fee / account holder | $23,290 | $6,975+233.9% | $10,762+116.4% | $5,651+312.2% |