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 | $131,406 | $80,717+62.8% | $154,803-15.1% | $84,808+54.9% |
| Participation rate | 93.9% | 66.8%+27.1pp | 78.1%+15.9pp | 68.3%+25.6pp |
| Annual return | 10.40% | 37.96%-27.6pp | 58.88%-48.5pp | 40.90%-30.5pp |
| Employer contribution / active EE | $11,359 | $2,761+311.4% | $4,305+163.8% | $2,631+331.7% |
| Participant deferral / active EE | $6,274 | $3,303+89.9% | $5,540+13.2% | $4,212+49.0% |
| Admin fee / account holder | $37,454 | $6,746+455.2% | $14,329+161.4% | $7,344+410.0% |