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 | $136,842 | $106,749+28.2% | $145,433-5.9% | $82,448+66.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.33% | 27.59%-15.3pp | 66.58%-54.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $3,185 | $3,444-7.5% | $4,554-30.1% | $2,551+24.9% |
| Participant deferral / active EE | $9,527 | $6,519+46.1% | $7,897+20.6% | $4,139+130.2% |
| Admin fee / account holder | $17,308 | $8,390+106.3% | $13,129+31.8% | $7,234+139.3% |