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 | $184,324 | $65,365+182.0% | $92,893+98.4% | $72,985+152.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 9.66% | 42.10%-32.4pp | 109.41%-99.8pp | 81.00%-71.3pp |
| Employer contribution / active EE | $14,358 | $2,594+453.5% | $3,653+293.1% | $2,440+488.5% |
| Participant deferral / active EE | $7,319 | $3,128+134.0% | $4,236+72.8% | $3,607+102.9% |
| Admin fee / account holder | $1,411 | $4,251-66.8% | $5,794-75.6% | $5,124-72.5% |