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 | $159,806 | $80,968+97.4% | $96,544+65.5% | $75,163+112.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 0.61% | 27.06%-26.5pp | 25.84%-25.2pp | 160.62%-160.0pp |
| Employer contribution / active EE | $7,160 | $2,282+213.8% | $2,965+141.5% | $2,670+168.2% |
| Participant deferral / active EE | $7,848 | $3,928+99.8% | $4,851+61.8% | $4,125+90.3% |
| Admin fee / account holder | $10,165 | $6,724+51.2% | $8,252+23.2% | $5,651+79.9% |