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 | $127,800 | $73,933+72.9% | $96,683+32.2% | $75,163+70.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 11.35% | 26.70%-15.4pp | 35.69%-24.3pp | 160.62%-149.3pp |
| Employer contribution / active EE | $13,666 | $2,928+366.8% | $3,737+265.7% | $2,670+411.9% |
| Participant deferral / active EE | $8,117 | $3,659+121.9% | $4,878+66.4% | $4,125+96.8% |
| Admin fee / account holder | $17,821 | $5,216+241.7% | $6,730+164.8% | $5,651+215.4% |