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 | $157,526 | $70,428+123.7% | $96,562+63.1% | $85,850+83.5% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 10.65% | 18.59%-7.9pp | 37.78%-27.1pp | 318.53%-307.9pp |
| Employer contribution / active EE | $7,942 | $1,413+462.1% | $2,356+237.0% | $2,565+209.6% |
| Participant deferral / active EE | $3,286 | $2,894+13.6% | $3,849-14.6% | $3,952-16.8% |
| Admin fee / account holder | $11,343 | $4,997+127.0% | $6,181+83.5% | $6,260+81.2% |