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 | $120,288 | $99,985+20.3% | $146,665-18.0% | $85,850+40.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.15% | 18.93%-7.8pp | 22.74%-11.6pp | 318.53%-307.4pp |
| Employer contribution / active EE | $12,957 | $2,559+406.4% | $4,136+213.3% | $2,565+405.1% |
| Participant deferral / active EE | $1,833 | $4,006-54.2% | $5,506-66.7% | $3,952-53.6% |
| Admin fee / account holder | $641 | $7,702-91.7% | $10,280-93.8% | $6,260-89.8% |