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 | $153,529 | $78,422+95.8% | $95,952+60.0% | $79,858+92.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 8.74% | 19.37%-10.6pp | 91.61%-82.9pp | 31.71%-23.0pp |
| Employer contribution / active EE | $6,329 | $1,945+225.4% | $2,541+149.1% | $2,471+156.1% |
| Participant deferral / active EE | $6,570 | $3,440+91.0% | $4,167+57.7% | $3,740+75.7% |
| Admin fee / account holder | $19,721 | $5,622+250.8% | $6,795+190.2% | $5,306+271.7% |