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 | $133,711 | $88,370+51.3% | $112,977+18.4% | $79,858+67.4% |
| Participation rate | 98.3% | 76.8%+21.5pp | 82.6%+15.7pp | 69.6%+28.6pp |
| Annual return | 10.77% | 23.16%-12.4pp | 24.24%-13.5pp | 31.71%-20.9pp |
| Employer contribution / active EE | $12,431 | $3,398+265.9% | $4,255+192.2% | $2,471+403.1% |
| Participant deferral / active EE | $0 | $4,536-100.0% | $5,836-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,223 | $5,750-61.3% | $6,294-64.7% | $5,306-58.1% |