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 | $180,427 | $148,534+21.5% | $135,903+32.8% | $139,434+29.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.31% | 79.19%-74.9pp | 68.23%-63.9pp | 372.94%-368.6pp |
| Employer contribution / active EE | $2,368 | $5,243-54.8% | $4,856-51.2% | $4,751-50.2% |
| Participant deferral / active EE | $22,500 | $8,100+177.8% | $7,758+190.0% | $6,710+235.3% |
| Admin fee / account holder | $1,124,253 | $12,400+8966.7% | $10,762+10346.5% | $11,403+9759.7% |