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 | $135,032 | $45,698+195.5% | $61,048+121.2% | $72,985+85.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.3%+20.7pp | 69.5%+30.5pp |
| Annual return | 15.48% | 20.14%-4.7pp | 26.18%-10.7pp | 81.00%-65.5pp |
| Employer contribution / active EE | $10,774 | $2,803+284.3% | $3,716+189.9% | $2,440+341.6% |
| Participant deferral / active EE | $5,028 | $3,264+54.0% | $4,470+12.5% | $3,607+39.4% |
| Admin fee / account holder | $54,908 | $3,347+1540.5% | $3,728+1373.0% | $5,124+971.5% |