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 | $238,896 | $84,233+183.6% | $170,442+40.2% | $70,131+240.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 6.17% | 23.06%-16.9pp | 205.93%-199.8pp | 73.14%-67.0pp |
| Employer contribution / active EE | $7,455 | $3,387+120.1% | $5,433+37.2% | $2,342+218.3% |
| Participant deferral / active EE | $4,203 | $3,086+36.2% | $4,939-14.9% | $3,332+26.2% |
| Admin fee / account holder | $62,065 | $5,698+989.3% | $13,880+347.1% | $4,645+1236.1% |