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 | $148,912 | $95,803+55.4% | $113,168+31.6% | $84,808+75.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 7.34% | 25.00%-17.7pp | 24.27%-16.9pp | 40.90%-33.6pp |
| Employer contribution / active EE | $8,013 | $2,360+239.5% | $2,975+169.3% | $2,631+204.6% |
| Participant deferral / active EE | $10,193 | $4,242+140.3% | $5,107+99.6% | $4,212+142.0% |
| Admin fee / account holder | $38,769 | $8,989+331.3% | $12,068+221.3% | $7,344+427.9% |