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 | $166,105 | $99,957+66.2% | $149,696+11.0% | $73,488+126.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 13.36% | 53.87%-40.5pp | 276.60%-263.2pp | 28.51%-15.2pp |
| Employer contribution / active EE | $4,923 | $3,191+54.3% | $4,644+6.0% | $2,270+116.9% |
| Participant deferral / active EE | $6,179 | $6,073+1.7% | $6,842-9.7% | $3,740+65.2% |
| Admin fee / account holder | $11,227 | $551+1938.6% | $9,309+20.6% | $513+2088.1% |