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 | $144,062 | $91,552+57.4% | $133,956+7.5% | $79,858+80.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.18% | 61.85%-54.7pp | 45.09%-37.9pp | 31.71%-24.5pp |
| Employer contribution / active EE | $3,580 | $2,384+50.2% | $3,919-8.6% | $2,471+44.9% |
| Participant deferral / active EE | $7,983 | $3,733+113.8% | $5,048+58.2% | $3,740+113.5% |
| Admin fee / account holder | $52,236 | $6,321+726.4% | $8,927+485.1% | $5,306+884.4% |