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 | $158,000 | $69,515+127.3% | $86,874+81.9% | $85,850+84.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 10.67% | 20.12%-9.4pp | 63.52%-52.8pp | 318.53%-307.9pp |
| Employer contribution / active EE | $8,348 | $1,880+343.9% | $2,495+234.5% | $2,565+225.4% |
| Participant deferral / active EE | $8,113 | $2,919+177.9% | $3,699+119.3% | $3,952+105.3% |
| Admin fee / account holder | $57,663 | $5,972+865.6% | $5,828+889.4% | $6,260+821.1% |