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 | $158,640 | $87,013+82.3% | $106,213+49.4% | $80,856+96.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 9.85% | 17.05%-7.2pp | 116.14%-106.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $7,788 | $2,395+225.2% | $3,171+145.6% | $2,755+182.7% |
| Participant deferral / active EE | $2,091 | $3,986-47.5% | $5,016-58.3% | $4,296-51.3% |
| Admin fee / account holder | $11,796 | $8,431+39.9% | $11,033+6.9% | $6,918+70.5% |