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 | $178,728 | $77,899+129.4% | $149,673+19.4% | $75,163+137.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.21% | 31.72%-18.5pp | 134.42%-121.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $3,009 | $3,137-4.1% | $4,818-37.5% | $2,670+12.7% |
| Participant deferral / active EE | $6,608 | $3,411+93.7% | $5,680+16.3% | $4,125+60.2% |
| Admin fee / account holder | $1,689 | $5,956-71.6% | $13,210-87.2% | $5,651-70.1% |