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 | $115,652 | $77,634+49.0% | $156,549-26.1% | $62,891+83.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 2.44% | 50.32%-47.9pp | 32.23%-29.8pp | 20.14%-17.7pp |
| Employer contribution / active EE | $7,315 | $3,444+112.4% | $5,501+33.0% | $2,281+220.7% |
| Participant deferral / active EE | $4,306 | $3,045+41.4% | $4,871-11.6% | $3,203+34.4% |
| Admin fee / account holder | $82,789 | $5,561+1388.7% | $13,027+535.5% | $4,296+1827.3% |