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 | $122,007 | $85,202+43.2% | $172,739-29.4% | $72,985+67.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 12.55% | 27.32%-14.8pp | 802.84%-790.3pp | 81.00%-68.5pp |
| Employer contribution / active EE | $7,421 | $3,324+123.2% | $5,143+44.3% | $2,440+204.1% |
| Participant deferral / active EE | $7,356 | $3,260+125.6% | $5,198+41.5% | $3,607+103.9% |
| Admin fee / account holder | $38,453 | $5,884+553.5% | $13,954+175.6% | $5,124+650.4% |