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 | $180,033 | $101,618+77.2% | $93,063+93.5% | $137,256+31.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 8.35% | 223.95%-215.6pp | 34.15%-25.8pp | 220.34%-212.0pp |
| Employer contribution / active EE | $3,356 | $2,707+24.0% | $2,476+35.5% | $4,156-19.3% |
| Participant deferral / active EE | $6,186 | $4,279+44.6% | $3,958+56.3% | $6,407-3.4% |
| Admin fee / account holder | $116,379 | $6,198+1777.5% | $6,033+1829.0% | $12,270+848.5% |