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 | $137,417 | $48,230+184.9% | $67,502+103.6% | $80,856+70.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 10.53% | 18.28%-7.8pp | 3512.12%-3501.6pp | 35.59%-25.1pp |
| Employer contribution / active EE | $9,509 | $2,020+370.8% | $2,731+248.2% | $2,755+245.2% |
| Participant deferral / active EE | $8,069 | $2,924+176.0% | $4,000+101.7% | $4,296+87.8% |
| Admin fee / account holder | $7,566 | $3,681+105.5% | $3,998+89.3% | $6,918+9.4% |