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 | $86,019 | $77,899+10.4% | $149,673-42.5% | $75,163+14.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.13% | 31.72%-18.6pp | 134.42%-121.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $6,507 | $3,137+107.4% | $4,818+35.1% | $2,670+143.7% |
| Participant deferral / active EE | $5,522 | $3,411+61.9% | $5,680-2.8% | $4,125+33.9% |
| Admin fee / account holder | $45,371 | $5,956+661.7% | $13,210+243.5% | $5,651+702.9% |