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 | $90,038 | $53,127+69.5% | $86,590+4.0% | $70,131+28.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 10.27% | 27.66%-17.4pp | 964.84%-954.6pp | 73.14%-62.9pp |
| Employer contribution / active EE | $11,810 | $2,068+471.0% | $2,839+315.9% | $2,342+404.2% |
| Participant deferral / active EE | $1,885 | $2,696-30.1% | $3,609-47.8% | $3,332-43.4% |
| Admin fee / account holder | $35,906 | $3,585+901.4% | $4,906+631.9% | $4,645+673.0% |