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 | $137,954 | $70,428+95.9% | $96,562+42.9% | $85,850+60.7% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 8.91% | 18.59%-9.7pp | 37.78%-28.9pp | 318.53%-309.6pp |
| Employer contribution / active EE | $1,716 | $1,413+21.5% | $2,356-27.2% | $2,565-33.1% |
| Participant deferral / active EE | $3,584 | $2,894+23.9% | $3,849-6.9% | $3,952-9.3% |
| Admin fee / account holder | $1,605 | $4,997-67.9% | $6,181-74.0% | $6,260-74.4% |