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 | $200,808 | $85,202+135.7% | $172,739+16.2% | $72,985+175.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 5.23% | 27.32%-22.1pp | 802.84%-797.6pp | 81.00%-75.8pp |
| Employer contribution / active EE | $9,392 | $3,324+182.5% | $5,143+82.6% | $2,440+285.0% |
| Participant deferral / active EE | $5,516 | $3,260+69.2% | $5,198+6.1% | $3,607+52.9% |
| Admin fee / account holder | $35,621 | $5,884+505.4% | $13,954+155.3% | $5,124+595.1% |