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 | $124,765 | $95,416+30.8% | $185,823-32.9% | $85,850+45.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 9.85% | 23.59%-13.7pp | 122.05%-112.2pp | 318.53%-308.7pp |
| Employer contribution / active EE | $8,657 | $3,314+161.2% | $5,167+67.5% | $2,565+237.5% |
| Participant deferral / active EE | $6,347 | $3,423+85.4% | $5,568+14.0% | $3,952+60.6% |
| Admin fee / account holder | $51,236 | $7,213+610.4% | $16,237+215.5% | $6,260+718.5% |