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 | $139,119 | $72,492+91.9% | $87,100+59.7% | $72,985+90.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.82% | 24.46%-9.6pp | 28.19%-13.4pp | 81.00%-66.2pp |
| Employer contribution / active EE | $6,858 | $1,894+262.1% | $2,521+172.0% | $2,440+181.1% |
| Participant deferral / active EE | $3,060 | $3,270-6.4% | $4,049-24.4% | $3,607-15.2% |
| Admin fee / account holder | $9,194 | $5,055+81.9% | $7,497+22.6% | $5,124+79.4% |