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 | $138,857 | $65,395+112.3% | $182,532-23.9% | $72,985+90.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 16.52% | 27.68%-11.2pp | 148.54%-132.0pp | 81.00%-64.5pp |
| Employer contribution / active EE | $4,490 | $1,911+134.9% | $4,076+10.1% | $2,440+84.0% |
| Participant deferral / active EE | $4,791 | $3,563+34.5% | $5,524-13.3% | $3,607+32.8% |
| Admin fee / account holder | $15,418 | $4,245+263.2% | $8,592+79.4% | $5,124+200.9% |