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 | $132,771 | $77,899+70.4% | $149,673-11.3% | $75,163+76.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 10.99% | 31.72%-20.7pp | 134.42%-123.4pp | 160.62%-149.6pp |
| Employer contribution / active EE | $5,986 | $3,137+90.8% | $4,818+24.2% | $2,670+124.2% |
| Participant deferral / active EE | $4,048 | $3,411+18.7% | $5,680-28.7% | $4,125-1.9% |
| Admin fee / account holder | $6,383 | $5,956+7.2% | $13,210-51.7% | $5,651+12.9% |