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 | $111,394 | $65,365+70.4% | $92,893+19.9% | $72,985+52.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 14.60% | 42.10%-27.5pp | 109.41%-94.8pp | 81.00%-66.4pp |
| Employer contribution / active EE | $8,144 | $2,594+213.9% | $3,653+122.9% | $2,440+233.8% |
| Participant deferral / active EE | $7,189 | $3,128+129.8% | $4,236+69.7% | $3,607+99.3% |
| Admin fee / account holder | $57,100 | $4,251+1243.1% | $5,794+885.5% | $5,124+1014.3% |