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 | $135,087 | $78,422+72.3% | $95,952+40.8% | $79,858+69.2% |
| Participation rate | 96.8% | 73.5%+23.3pp | 77.1%+19.7pp | 69.6%+27.1pp |
| Annual return | 2.07% | 19.37%-17.3pp | 91.61%-89.5pp | 31.71%-29.6pp |
| Employer contribution / active EE | $8,138 | $1,945+318.4% | $2,541+220.3% | $2,471+229.4% |
| Participant deferral / active EE | $10,851 | $3,440+215.5% | $4,167+160.4% | $3,740+190.1% |
| Admin fee / account holder | $47,720 | $5,622+748.8% | $6,795+602.2% | $5,306+799.3% |