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 | $152,290 | $77,314+97.0% | $177,989-14.4% | $80,856+88.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 8.15% | 18.09%-9.9pp | 294.48%-286.3pp | 35.59%-27.4pp |
| Employer contribution / active EE | $15,085 | $2,292+558.2% | $3,949+282.0% | $2,755+447.6% |
| Participant deferral / active EE | $7,244 | $4,411+64.2% | $6,276+15.4% | $4,296+68.6% |
| Admin fee / account holder | $6,380 | $7,191-11.3% | $10,363-38.4% | $6,918-7.8% |