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 | $233,775 | $84,233+177.5% | $170,442+37.2% | $70,131+233.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 7.57% | 23.06%-15.5pp | 205.93%-198.4pp | 73.14%-65.6pp |
| Employer contribution / active EE | $17,186 | $3,387+407.4% | $5,433+216.4% | $2,342+633.7% |
| Participant deferral / active EE | $13,409 | $3,086+334.5% | $4,939+171.5% | $3,332+302.5% |
| Admin fee / account holder | $5,939 | $5,698+4.2% | $13,880-57.2% | $4,645+27.8% |