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 | $195,461 | $58,927+231.7% | $76,817+154.5% | $72,985+167.8% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 14.63% | 2305.64%-2291.0pp | 1166.11%-1151.5pp | 81.00%-66.4pp |
| Employer contribution / active EE | $7,423 | $1,787+315.4% | $2,302+222.5% | $2,440+204.2% |
| Participant deferral / active EE | $7,252 | $2,690+169.6% | $3,336+117.4% | $3,607+101.0% |
| Admin fee / account holder | $356 | $4,013-91.1% | $6,420-94.5% | $5,124-93.0% |