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 | $157,119 | $77,899+101.7% | $149,673+5.0% | $75,163+109.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 8.89% | 31.72%-22.8pp | 134.42%-125.5pp | 160.62%-151.7pp |
| Employer contribution / active EE | $8,497 | $3,137+170.8% | $4,818+76.4% | $2,670+218.2% |
| Participant deferral / active EE | $7,200 | $3,411+111.1% | $5,680+26.8% | $4,125+74.5% |
| Admin fee / account holder | $3,140 | $5,956-47.3% | $13,210-76.2% | $5,651-44.4% |