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 | $141,440 | $89,355+58.3% | $141,162+0.2% | $72,985+93.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.41% | 111.85%-93.4pp | 71.39%-53.0pp | 81.00%-62.6pp |
| Employer contribution / active EE | $14,151 | $3,114+354.4% | $4,735+198.9% | $2,440+480.0% |
| Participant deferral / active EE | $8,754 | $5,418+61.6% | $6,709+30.5% | $3,607+142.7% |
| Admin fee / account holder | $67,923 | $5,958+1040.0% | $10,261+561.9% | $5,124+1225.5% |