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 | $163,066 | $48,795+234.2% | $65,493+149.0% | $84,808+92.3% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 10.35% | 20.20%-9.9pp | 982.45%-972.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $3,027 | $1,930+56.9% | $2,574+17.6% | $2,631+15.1% |
| Participant deferral / active EE | $2,016 | $2,928-31.1% | $3,961-49.1% | $4,212-52.1% |
| Admin fee / account holder | $15,529 | $3,877+300.5% | $5,028+208.8% | $7,344+111.5% |