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 | $78,891 | $109,881-28.2% | $150,045-47.4% | $84,808-7.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 9.27% | 28.25%-19.0pp | 62.55%-53.3pp | 40.90%-31.6pp |
| Employer contribution / active EE | $9,855 | $3,561+176.7% | $4,693+110.0% | $2,631+274.6% |
| Participant deferral / active EE | $5,810 | $6,636-12.4% | $7,997-27.3% | $4,212+38.0% |
| Admin fee / account holder | $22,413 | $8,568+161.6% | $13,435+66.8% | $7,344+205.2% |