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 | $172,630 | $98,750+74.8% | $149,696+15.3% | $79,858+116.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.30% | 27.43%-16.1pp | 276.60%-265.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $10,437 | $3,216+224.5% | $4,644+124.7% | $2,471+322.4% |
| Participant deferral / active EE | $7,060 | $5,680+24.3% | $6,842+3.2% | $3,740+88.8% |
| Admin fee / account holder | $9,216 | $6,053+52.3% | $9,309-1.0% | $5,306+73.7% |