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 | $187,447 | $65,409+186.6% | $98,442+90.4% | $85,850+118.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 5.81% | 21.76%-15.9pp | 1492.73%-1486.9pp | 318.53%-312.7pp |
| Employer contribution / active EE | $5,003 | $2,168+130.8% | $2,960+69.0% | $2,565+95.0% |
| Participant deferral / active EE | $3,219 | $3,166+1.7% | $4,276-24.7% | $3,952-18.5% |
| Admin fee / account holder | $1,004 | $4,593-78.1% | $5,949-83.1% | $6,260-84.0% |