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 | $225,851 | $107,334+110.4% | $92,893+143.1% | $152,861+47.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 2.17% | 145.58%-143.4pp | 109.41%-107.2pp | 345.32%-343.2pp |
| Employer contribution / active EE | $11,087 | $4,221+162.7% | $3,653+203.5% | $4,762+132.8% |
| Participant deferral / active EE | $4,953 | $4,845+2.2% | $4,236+16.9% | $5,850-15.3% |
| Admin fee / account holder | $12,648 | $7,079+78.7% | $5,794+118.3% | $11,596+9.1% |