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 | $101,106 | $47,944+110.9% | $67,834+49.1% | $62,891+60.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 4.58% | 11.77%-7.2pp | 138.47%-133.9pp | 20.14%-15.6pp |
| Employer contribution / active EE | $7,908 | $1,562+406.3% | $2,403+229.1% | $2,281+246.7% |
| Participant deferral / active EE | $3,766 | $2,247+67.6% | $3,160+19.2% | $3,203+17.6% |
| Admin fee / account holder | $376 | $3,712-89.9% | $4,622-91.9% | $4,296-91.3% |