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 | $179,620 | $118,680+51.3% | $98,907+81.6% | $158,922+13.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 1.54% | 372.35%-370.8pp | 196.43%-194.9pp | 302.83%-301.3pp |
| Employer contribution / active EE | $13,000 | $3,333+290.1% | $2,689+383.5% | $4,761+173.0% |
| Participant deferral / active EE | $3,913 | $5,088-23.1% | $4,244-7.8% | $5,982-34.6% |
| Admin fee / account holder | $23,783 | $10,131+134.8% | $6,642+258.1% | $11,246+111.5% |