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 | $151,888 | $72,012+110.9% | $185,823-18.3% | $79,858+90.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 8.75% | 23.12%-14.4pp | 35.95%-27.2pp | 31.71%-23.0pp |
| Employer contribution / active EE | $3,371 | $1,965+71.6% | $4,087-17.5% | $2,471+36.4% |
| Participant deferral / active EE | $8,097 | $3,779+114.3% | $5,632+43.8% | $3,740+116.5% |
| Admin fee / account holder | $8,526 | $4,513+89.0% | $9,500-10.2% | $5,306+60.7% |