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 | $138,992 | $98,750+40.8% | $149,696-7.2% | $79,858+74.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 2.11% | 27.43%-25.3pp | 276.60%-274.5pp | 31.71%-29.6pp |
| Employer contribution / active EE | $11,190 | $3,216+247.9% | $4,644+140.9% | $2,471+352.9% |
| Participant deferral / active EE | $8,780 | $5,680+54.6% | $6,842+28.3% | $3,740+134.8% |
| Admin fee / account holder | $13,358 | $6,053+120.7% | $9,309+43.5% | $5,306+151.7% |