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 | $156,443 | $67,606+131.4% | $82,313+90.1% | $70,131+123.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 9.13% | 21.57%-12.4pp | 25.88%-16.7pp | 73.14%-64.0pp |
| Employer contribution / active EE | $5,144 | $1,755+193.2% | $2,428+111.9% | $2,342+119.6% |
| Participant deferral / active EE | $3,754 | $2,987+25.7% | $3,706+1.3% | $3,332+12.7% |
| Admin fee / account holder | $10,309 | $4,512+128.5% | $5,608+83.8% | $4,645+121.9% |