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 | $184,931 | $91,190+102.8% | $178,490+3.6% | $79,858+131.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 8.38% | 24.19%-15.8pp | 151.07%-142.7pp | 31.71%-23.3pp |
| Employer contribution / active EE | $7,774 | $3,256+138.8% | $5,011+55.2% | $2,471+214.6% |
| Participant deferral / active EE | $6,545 | $3,236+102.2% | $5,202+25.8% | $3,740+75.0% |
| Admin fee / account holder | $37,503 | $6,751+455.5% | $13,984+168.2% | $5,306+606.8% |