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 | $158,921 | $60,124+164.3% | $90,404+75.8% | $79,858+99.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 8.12% | 71.94%-63.8pp | 1293.02%-1284.9pp | 31.71%-23.6pp |
| Employer contribution / active EE | $7,176 | $2,068+247.0% | $3,262+120.0% | $2,471+190.4% |
| Participant deferral / active EE | $5,888 | $2,938+100.4% | $3,963+48.6% | $3,740+57.4% |
| Admin fee / account holder | $43,139 | $3,976+984.9% | $5,611+668.8% | $5,306+713.0% |