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 | $172,054 | $109,881+56.6% | $150,045+14.7% | $84,808+102.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.47% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,492 | $3,561-1.9% | $4,693-25.6% | $2,631+32.7% |
| Participant deferral / active EE | $8,958 | $6,636+35.0% | $7,997+12.0% | $4,212+112.7% |
| Admin fee / account holder | $45,316 | $8,568+428.9% | $13,435+237.3% | $7,344+517.1% |