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 | $232,170 | $67,606+243.4% | $82,313+182.1% | $70,131+231.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.22% | 21.57%-10.3pp | 25.88%-14.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $12,277 | $1,755+599.7% | $2,428+405.6% | $2,342+424.1% |
| Participant deferral / active EE | $6,642 | $2,987+122.4% | $3,706+79.2% | $3,332+99.4% |
| Admin fee / account holder | $40,808 | $4,512+804.4% | $5,608+627.7% | $4,645+778.5% |