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 | $199,488 | $91,190+118.8% | $178,490+11.8% | $79,858+149.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 6.68% | 24.19%-17.5pp | 151.07%-144.4pp | 31.71%-25.0pp |
| Employer contribution / active EE | $8,257 | $3,256+153.6% | $5,011+64.8% | $2,471+234.2% |
| Participant deferral / active EE | $5,146 | $3,236+59.0% | $5,202-1.1% | $3,740+37.6% |
| Admin fee / account holder | $9,749 | $6,751+44.4% | $13,984-30.3% | $5,306+83.7% |