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 | $132,150 | $101,724+29.9% | $164,813-19.8% | $80,856+63.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 6.21% | 16.72%-10.5pp | 69.93%-63.7pp | 35.59%-29.4pp |
| Employer contribution / active EE | $12,660 | $2,953+328.6% | $4,341+191.7% | $2,755+359.6% |
| Participant deferral / active EE | $6,298 | $4,477+40.7% | $6,031+4.4% | $4,296+46.6% |
| Admin fee / account holder | $2,397 | $8,227-70.9% | $12,690-81.1% | $6,918-65.4% |