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 | $145,873 | $98,750+47.7% | $149,696-2.6% | $79,858+82.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 8.91% | 27.43%-18.5pp | 276.60%-267.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $9,817 | $3,216+205.2% | $4,644+111.4% | $2,471+297.3% |
| Participant deferral / active EE | $10,969 | $5,680+93.1% | $6,842+60.3% | $3,740+193.3% |
| Admin fee / account holder | $43,734 | $6,053+622.6% | $9,309+369.8% | $5,306+724.2% |