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 | $144,526 | $78,672+83.7% | $109,143+32.4% | $85,850+68.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 9.62% | 25.09%-15.5pp | 25.75%-16.1pp | 318.53%-308.9pp |
| Employer contribution / active EE | $11,586 | $2,735+323.7% | $3,722+211.3% | $2,565+351.7% |
| Participant deferral / active EE | $5,295 | $3,467+52.7% | $4,653+13.8% | $3,952+34.0% |
| Admin fee / account holder | $15,094 | $5,469+176.0% | $6,752+123.5% | $6,260+141.1% |