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 | $180,844 | $84,233+114.7% | $170,442+6.1% | $70,131+157.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.00% | 23.06%-13.1pp | 205.93%-195.9pp | 73.14%-63.1pp |
| Employer contribution / active EE | $6,786 | $3,387+100.4% | $5,433+24.9% | $2,342+189.7% |
| Participant deferral / active EE | $6,467 | $3,086+109.6% | $4,939+30.9% | $3,332+94.1% |
| Admin fee / account holder | $51,828 | $5,698+809.6% | $13,880+273.4% | $4,645+1015.7% |