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 | $155,937 | $89,753+73.7% | $107,525+45.0% | $84,808+83.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 4.52% | 29.48%-25.0pp | 181.32%-176.8pp | 40.90%-36.4pp |
| Employer contribution / active EE | $14,903 | $3,113+378.7% | $3,754+297.0% | $2,631+466.4% |
| Participant deferral / active EE | $7,075 | $4,056+74.4% | $5,116+38.3% | $4,212+68.0% |
| Admin fee / account holder | $20,868 | $7,222+188.9% | $8,919+134.0% | $7,344+184.2% |