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 | $143,113 | $63,861+124.1% | $104,607+36.8% | $79,858+79.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 3.01% | 21.30%-18.3pp | 340.46%-337.5pp | 31.71%-28.7pp |
| Employer contribution / active EE | $9,469 | $1,588+496.2% | $2,681+253.2% | $2,471+283.2% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $11,615 | $4,185+177.5% | $6,473+79.4% | $5,306+118.9% |