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 | $135,944 | $58,828+131.1% | $77,999+74.3% | $62,891+116.2% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 0.81% | 17.16%-16.3pp | 425.96%-425.2pp | 20.14%-19.3pp |
| Employer contribution / active EE | $5,192 | $1,672+210.6% | $2,470+110.2% | $2,281+127.6% |
| Participant deferral / active EE | $5,652 | $2,686+110.4% | $3,497+61.6% | $3,203+76.5% |
| Admin fee / account holder | $11,085 | $4,393+152.3% | $5,480+102.3% | $4,296+158.0% |