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 | $138,247 | $65,365+111.5% | $92,893+48.8% | $72,985+89.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 14.47% | 42.10%-27.6pp | 109.41%-94.9pp | 81.00%-66.5pp |
| Employer contribution / active EE | $10,788 | $2,594+315.9% | $3,653+195.3% | $2,440+342.2% |
| Participant deferral / active EE | $2,803 | $3,128-10.4% | $4,236-33.8% | $3,607-22.3% |
| Admin fee / account holder | $2,861 | $4,251-32.7% | $5,794-50.6% | $5,124-44.2% |