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 | $136,466 | $86,286+58.2% | $111,297+22.6% | $85,850+59.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.87% | 19.99%-9.1pp | 54.65%-43.8pp | 318.53%-307.7pp |
| Employer contribution / active EE | $8,903 | $2,043+335.7% | $2,731+226.0% | $2,565+247.1% |
| Participant deferral / active EE | $4,090 | $3,641+12.3% | $4,487-8.9% | $3,952+3.5% |
| Admin fee / account holder | $16,745 | $8,188+104.5% | $7,964+110.3% | $6,260+167.5% |