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 | $162,528 | $89,753+81.1% | $107,525+51.2% | $84,808+91.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 8.97% | 29.48%-20.5pp | 181.32%-172.3pp | 40.90%-31.9pp |
| Employer contribution / active EE | $10,641 | $3,113+241.8% | $3,754+183.5% | $2,631+304.4% |
| Participant deferral / active EE | $5,805 | $4,056+43.1% | $5,116+13.5% | $4,212+37.8% |
| Admin fee / account holder | $53,614 | $7,222+642.4% | $8,919+501.1% | $7,344+630.1% |