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 | $150,659 | $72,012+109.2% | $185,823-18.9% | $79,858+88.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 9.79% | 23.12%-13.3pp | 35.95%-26.2pp | 31.71%-21.9pp |
| Employer contribution / active EE | $9,972 | $1,965+407.6% | $4,087+144.0% | $2,471+303.6% |
| Participant deferral / active EE | $6,668 | $3,779+76.5% | $5,632+18.4% | $3,740+78.3% |
| Admin fee / account holder | $12,589 | $4,513+179.0% | $9,500+32.5% | $5,306+137.2% |