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 | $124,890 | $63,861+95.6% | $104,607+19.4% | $79,858+56.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 9.88% | 21.30%-11.4pp | 340.46%-330.6pp | 31.71%-21.8pp |
| Employer contribution / active EE | $5,861 | $1,588+269.0% | $2,681+118.7% | $2,471+137.2% |
| Participant deferral / active EE | $2,174 | $2,693-19.3% | $3,740-41.9% | $3,740-41.9% |
| Admin fee / account holder | $792 | $4,185-81.1% | $6,473-87.8% | $5,306-85.1% |