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 | $186,101 | $115,770+60.8% | $101,248+83.8% | $158,922+17.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.74% | 56.14%-52.4pp | 46.47%-42.7pp | 302.83%-299.1pp |
| Employer contribution / active EE | $5,438 | $4,175+30.3% | $3,660+48.6% | $4,761+14.2% |
| Participant deferral / active EE | $6,260 | $4,957+26.3% | $4,370+43.2% | $5,982+4.6% |
| Admin fee / account holder | $59,149 | $7,245+716.4% | $5,945+894.8% | $11,246+426.0% |