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 | $146,168 | $80,717+81.1% | $154,803-5.6% | $84,808+72.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 9.88% | 37.96%-28.1pp | 58.88%-49.0pp | 40.90%-31.0pp |
| Employer contribution / active EE | $11,779 | $2,761+326.6% | $4,305+173.6% | $2,631+347.7% |
| Participant deferral / active EE | $2,699 | $3,303-18.3% | $5,540-51.3% | $4,212-35.9% |
| Admin fee / account holder | $105,945 | $6,746+1470.6% | $14,329+639.4% | $7,344+1342.7% |