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 | $159,772 | $49,922+220.0% | $80,569+98.3% | $75,163+112.6% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 10.01% | 34.69%-24.7pp | 935.43%-925.4pp | 160.62%-150.6pp |
| Employer contribution / active EE | $3,351 | $1,698+97.3% | $2,723+23.0% | $2,670+25.5% |
| Participant deferral / active EE | $4,959 | $2,990+65.8% | $4,447+11.5% | $4,125+20.2% |
| Admin fee / account holder | $1,480 | $3,577-58.6% | $5,377-72.5% | $5,651-73.8% |