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 | $242,680 | $77,899+211.5% | $149,673+62.1% | $75,163+222.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 5.20% | 31.72%-26.5pp | 134.42%-129.2pp | 160.62%-155.4pp |
| Employer contribution / active EE | $2,840 | $3,137-9.5% | $4,818-41.1% | $2,670+6.4% |
| Participant deferral / active EE | $6,409 | $3,411+87.9% | $5,680+12.8% | $4,125+55.4% |
| Admin fee / account holder | $99,907 | $5,956+1577.3% | $13,210+656.3% | $5,651+1668.0% |