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 | $101,844 | $77,899+30.7% | $149,673-32.0% | $75,163+35.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 7.89% | 31.72%-23.8pp | 134.42%-126.5pp | 160.62%-152.7pp |
| Employer contribution / active EE | $5,426 | $3,137+72.9% | $4,818+12.6% | $2,670+103.2% |
| Participant deferral / active EE | $4,350 | $3,411+27.5% | $5,680-23.4% | $4,125+5.5% |
| Admin fee / account holder | $30,239 | $5,956+407.7% | $13,210+128.9% | $5,651+435.1% |