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 | $124,652 | $91,552+36.2% | $133,956-6.9% | $79,858+56.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 9.25% | 61.85%-52.6pp | 45.09%-35.8pp | 31.71%-22.5pp |
| Employer contribution / active EE | $2,950 | $2,384+23.8% | $3,919-24.7% | $2,471+19.4% |
| Participant deferral / active EE | $2,934 | $3,733-21.4% | $5,048-41.9% | $3,740-21.5% |
| Admin fee / account holder | $45,801 | $6,321+624.6% | $8,927+413.1% | $5,306+763.2% |