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 | $180,093 | $77,899+131.2% | $149,673+20.3% | $75,163+139.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.24% | 31.72%-18.5pp | 134.42%-121.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $5,931 | $3,137+89.0% | $4,818+23.1% | $2,670+122.1% |
| Participant deferral / active EE | $8,015 | $3,411+135.0% | $5,680+41.1% | $4,125+94.3% |
| Admin fee / account holder | $32,427 | $5,956+444.4% | $13,210+145.5% | $5,651+473.8% |