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 | $153,447 | $98,750+55.4% | $149,696+2.5% | $79,858+92.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.02% | 27.43%-15.4pp | 276.60%-264.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $7,947 | $3,216+147.1% | $4,644+71.1% | $2,471+221.6% |
| Participant deferral / active EE | $3,632 | $5,680-36.1% | $6,842-46.9% | $3,740-2.9% |
| Admin fee / account holder | $6,610 | $6,053+9.2% | $9,309-29.0% | $5,306+24.6% |