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 | $131,845 | $73,933+78.3% | $96,683+36.4% | $75,163+75.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 7.79% | 26.70%-18.9pp | 35.69%-27.9pp | 160.62%-152.8pp |
| Employer contribution / active EE | $7,905 | $2,928+170.0% | $3,737+111.5% | $2,670+196.1% |
| Participant deferral / active EE | $9,926 | $3,659+171.3% | $4,878+103.5% | $4,125+140.6% |
| Admin fee / account holder | $50,667 | $5,216+871.3% | $6,730+652.9% | $5,651+796.6% |