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 | $158,117 | $82,032+92.8% | $123,104+28.4% | $59,632+165.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -5.50% | 5.12%-10.6pp | 13.22%-18.7pp | 2041.28%-2046.8pp |
| Employer contribution / active EE | $1,047 | $3,297-68.2% | $5,151-79.7% | $2,203-52.5% |
| Participant deferral / active EE | $17,388 | $4,667+272.6% | $6,230+179.1% | $3,192+444.8% |
| Admin fee / account holder | $16,744 | $5,881+184.7% | $9,015+85.7% | $4,297+289.7% |