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 | $104,175 | $79,944+30.3% | $98,439+5.8% | $75,163+38.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 12.10% | 19.75%-7.6pp | 21.16%-9.1pp | 160.62%-148.5pp |
| Employer contribution / active EE | $7,136 | $2,264+215.2% | $3,048+134.1% | $2,670+167.3% |
| Participant deferral / active EE | $6,717 | $3,752+79.0% | $4,738+41.8% | $4,125+62.8% |
| Admin fee / account holder | $18,170 | $6,840+165.6% | $8,948+103.1% | $5,651+221.5% |