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 | $122,343 | $50,972+140.0% | $88,538+38.2% | $72,985+67.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 15.77% | 29.62%-13.8pp | 43.64%-27.9pp | 81.00%-65.2pp |
| Employer contribution / active EE | $4,917 | $1,475+233.4% | $2,098+134.3% | $2,440+101.5% |
| Participant deferral / active EE | $8,615 | $2,230+286.3% | $2,914+195.6% | $3,607+138.8% |
| Admin fee / account holder | $21,643 | $3,230+570.0% | $4,310+402.1% | $5,124+322.4% |