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 | $113,441 | $59,839+89.6% | $81,983+38.4% | $79,858+42.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 7.49% | 17.56%-10.1pp | 41.31%-33.8pp | 31.71%-24.2pp |
| Employer contribution / active EE | $7,718 | $1,713+350.4% | $2,498+209.0% | $2,471+212.4% |
| Participant deferral / active EE | $2,206 | $2,695-18.1% | $3,722-40.7% | $3,740-41.0% |
| Admin fee / account holder | $18,075 | $4,287+321.6% | $5,664+219.1% | $5,306+240.6% |