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 | $100,216 | $85,202+17.6% | $172,739-42.0% | $72,985+37.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 13.25% | 27.32%-14.1pp | 802.84%-789.6pp | 81.00%-67.7pp |
| Employer contribution / active EE | $6,200 | $3,324+86.5% | $5,143+20.6% | $2,440+154.1% |
| Participant deferral / active EE | $5,223 | $3,260+60.2% | $5,198+0.5% | $3,607+44.8% |
| Admin fee / account holder | $1,418 | $5,884-75.9% | $13,954-89.8% | $5,124-72.3% |