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 | $164,088 | $89,753+82.8% | $107,525+52.6% | $84,808+93.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 9.77% | 29.48%-19.7pp | 181.32%-171.6pp | 40.90%-31.1pp |
| Employer contribution / active EE | $25,000 | $3,113+703.0% | $3,754+566.0% | $2,631+850.2% |
| Participant deferral / active EE | $7,705 | $4,056+90.0% | $5,116+50.6% | $4,212+82.9% |
| Admin fee / account holder | $17,048 | $7,222+136.1% | $8,919+91.1% | $7,344+132.1% |