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 | $150,080 | $116,175+29.2% | $93,606+60.3% | $152,861-1.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 6.01% | 35.96%-29.9pp | 32.76%-26.7pp | 345.32%-339.3pp |
| Employer contribution / active EE | $15,000 | $3,218+366.1% | $2,718+451.9% | $4,762+215.0% |
| Participant deferral / active EE | $6,866 | $4,603+49.1% | $4,069+68.7% | $5,850+17.4% |
| Admin fee / account holder | $69,052 | $10,748+542.5% | $7,888+775.4% | $11,596+495.5% |