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 | $109,077 | $45,035+142.2% | $62,995+73.2% | $70,131+55.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 9.63% | 18.76%-9.1pp | 87.57%-77.9pp | 73.14%-63.5pp |
| Employer contribution / active EE | $14,988 | $2,051+630.6% | $2,759+443.2% | $2,342+539.8% |
| Participant deferral / active EE | $4,616 | $2,465+87.3% | $3,329+38.6% | $3,332+38.5% |
| Admin fee / account holder | $37,031 | $2,834+1206.5% | $3,600+928.6% | $4,645+697.2% |