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 | $165,710 | $70,756+134.2% | $65,493+153.0% | $142,382+16.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 4.53% | 1754.89%-1750.4pp | 982.45%-977.9pp | 217.08%-212.5pp |
| Employer contribution / active EE | $6,663 | $2,881+131.3% | $2,574+158.8% | $4,299+55.0% |
| Participant deferral / active EE | $1,979 | $4,637-57.3% | $3,961-50.0% | $6,507-69.6% |
| Admin fee / account holder | $8,349 | $6,559+27.3% | $5,028+66.0% | $12,624-33.9% |