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 | $138,253 | $82,882+66.8% | $127,761+8.2% | $72,985+89.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 8.96% | 32.20%-23.2pp | 26.14%-17.2pp | 81.00%-72.0pp |
| Employer contribution / active EE | $3,721 | $3,346+11.2% | $4,574-18.7% | $2,440+52.5% |
| Participant deferral / active EE | $0 | $4,791-100.0% | $6,021-100.0% | $3,607-100.0% |
| Admin fee / account holder | $9,909 | $6,487+52.7% | $9,395+5.5% | $5,124+93.4% |