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 | $136,194 | $80,717+68.7% | $154,803-12.0% | $84,808+60.6% |
| Participation rate | 83.7% | 66.8%+16.9pp | 78.1%+5.7pp | 68.3%+15.4pp |
| Annual return | 9.95% | 37.96%-28.0pp | 58.88%-48.9pp | 40.90%-30.9pp |
| Employer contribution / active EE | $4,090 | $2,761+48.1% | $4,305-5.0% | $2,631+55.5% |
| Participant deferral / active EE | $4,744 | $3,303+43.6% | $5,540-14.4% | $4,212+12.6% |
| Admin fee / account holder | $93,926 | $6,746+1292.4% | $14,329+555.5% | $7,344+1179.0% |