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 | $155,826 | $98,750+57.8% | $149,696+4.1% | $79,858+95.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 6.09% | 27.43%-21.3pp | 276.60%-270.5pp | 31.71%-25.6pp |
| Employer contribution / active EE | $7,604 | $3,216+136.4% | $4,644+63.7% | $2,471+207.8% |
| Participant deferral / active EE | $8,380 | $5,680+47.5% | $6,842+22.5% | $3,740+124.1% |
| Admin fee / account holder | $44,453 | $6,053+634.4% | $9,309+377.5% | $5,306+737.7% |