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 | $167,325 | $98,750+69.4% | $149,696+11.8% | $79,858+109.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 9.20% | 27.43%-18.2pp | 276.60%-267.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $5,400 | $3,216+67.9% | $4,644+16.3% | $2,471+118.5% |
| Participant deferral / active EE | $8,189 | $5,680+44.2% | $6,842+19.7% | $3,740+118.9% |
| Admin fee / account holder | $31,222 | $6,053+415.9% | $9,309+235.4% | $5,306+488.4% |