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 | $135,567 | $80,968+67.4% | $96,544+40.4% | $75,163+80.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 11.10% | 27.06%-16.0pp | 25.84%-14.7pp | 160.62%-149.5pp |
| Employer contribution / active EE | $7,327 | $2,282+221.1% | $2,965+147.1% | $2,670+174.5% |
| Participant deferral / active EE | $5,588 | $3,928+42.3% | $4,851+15.2% | $4,125+35.5% |
| Admin fee / account holder | $6,322 | $6,724-6.0% | $8,252-23.4% | $5,651+11.9% |