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 | $134,696 | $78,672+71.2% | $109,143+23.4% | $85,850+56.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 7.97% | 25.09%-17.1pp | 25.75%-17.8pp | 318.53%-310.6pp |
| Employer contribution / active EE | $7,743 | $2,735+183.2% | $3,722+108.1% | $2,565+201.9% |
| Participant deferral / active EE | $6,909 | $3,467+99.3% | $4,653+48.5% | $3,952+74.8% |
| Admin fee / account holder | $20,119 | $5,469+267.9% | $6,752+198.0% | $6,260+221.4% |