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 | $138,910 | $101,763+36.5% | $164,866-15.7% | $80,874+71.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.58% | 16.73%-7.1pp | 69.97%-60.4pp | 35.62%-26.0pp |
| Employer contribution / active EE | $8,454 | $2,954+186.2% | $4,343+94.7% | $2,756+206.8% |
| Participant deferral / active EE | $4,968 | $4,477+11.0% | $6,033-17.6% | $4,297+15.6% |
| Admin fee / account holder | $1,820 | $8,228-77.9% | $12,689-85.7% | $6,935-73.8% |