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 | $163,324 | $89,355+82.8% | $141,162+15.7% | $72,985+123.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 2.73% | 111.85%-109.1pp | 71.39%-68.7pp | 81.00%-78.3pp |
| Employer contribution / active EE | $4,808 | $3,114+54.4% | $4,735+1.5% | $2,440+97.0% |
| Participant deferral / active EE | $7,827 | $5,418+44.5% | $6,709+16.7% | $3,607+117.0% |
| Admin fee / account holder | $11,587 | $5,958+94.5% | $10,261+12.9% | $5,124+126.1% |