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 | $145,697 | $60,349+141.4% | $74,183+96.4% | $62,891+131.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 3.86% | 21.37%-17.5pp | 17.74%-13.9pp | 20.14%-16.3pp |
| Employer contribution / active EE | $5,928 | $1,680+252.8% | $2,370+150.1% | $2,281+159.9% |
| Participant deferral / active EE | $3,770 | $2,856+32.0% | $3,550+6.2% | $3,203+17.7% |
| Admin fee / account holder | $3,434 | $4,261-19.4% | $5,586-38.5% | $4,296-20.1% |