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 | $160,470 | $109,881+46.0% | $150,045+6.9% | $84,808+89.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 9.71% | 28.25%-18.5pp | 62.55%-52.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $6,161 | $3,561+73.0% | $4,693+31.3% | $2,631+134.2% |
| Participant deferral / active EE | $9,394 | $6,636+41.6% | $7,997+17.5% | $4,212+123.0% |
| Admin fee / account holder | $57,400 | $8,568+569.9% | $13,435+327.3% | $7,344+681.6% |