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 | $152,309 | $93,571+62.8% | $135,903+12.1% | $75,163+102.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.27% | 30.90%-16.6pp | 68.23%-54.0pp | 160.62%-146.3pp |
| Employer contribution / active EE | $4,581 | $3,537+29.5% | $4,856-5.7% | $2,670+71.6% |
| Participant deferral / active EE | $9,286 | $6,404+45.0% | $7,758+19.7% | $4,125+125.1% |
| Admin fee / account holder | $58,670 | $6,975+741.1% | $10,762+445.2% | $5,651+938.2% |