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 | $183,134 | $78,422+133.5% | $95,952+90.9% | $79,858+129.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 7.02% | 19.37%-12.4pp | 91.61%-84.6pp | 31.71%-24.7pp |
| Employer contribution / active EE | $9,962 | $1,945+412.2% | $2,541+292.1% | $2,471+303.2% |
| Participant deferral / active EE | $4,708 | $3,440+36.9% | $4,167+13.0% | $3,740+25.9% |
| Admin fee / account holder | $3,897 | $5,622-30.7% | $6,795-42.7% | $5,306-26.6% |