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 | $153,924 | $78,422+96.3% | $95,952+60.4% | $79,858+92.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 5.65% | 19.37%-13.7pp | 91.61%-86.0pp | 31.71%-26.1pp |
| Employer contribution / active EE | $10,742 | $1,945+452.3% | $2,541+322.7% | $2,471+334.7% |
| Participant deferral / active EE | $10,016 | $3,440+191.2% | $4,167+140.4% | $3,740+167.8% |
| Admin fee / account holder | $25,765 | $5,622+358.3% | $6,795+279.1% | $5,306+385.5% |