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 | $133,356 | $85,766+55.5% | $136,294-2.2% | $70,131+90.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.53% | 31.45%-17.9pp | 5155.94%-5142.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $8,600 | $2,966+189.9% | $4,695+83.2% | $2,342+267.1% |
| Participant deferral / active EE | $2,703 | $5,051-46.5% | $6,247-56.7% | $3,332-18.9% |
| Admin fee / account holder | $22,705 | $5,420+318.9% | $9,243+145.6% | $4,645+388.8% |