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 | $231,505 | $91,190+153.9% | $178,490+29.7% | $79,858+189.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 4.85% | 24.19%-19.3pp | 151.07%-146.2pp | 31.71%-26.9pp |
| Employer contribution / active EE | $14,611 | $3,256+348.8% | $5,011+191.6% | $2,471+491.4% |
| Participant deferral / active EE | $9,167 | $3,236+183.3% | $5,202+76.2% | $3,740+145.1% |
| Admin fee / account holder | $1,479 | $6,751-78.1% | $13,984-89.4% | $5,306-72.1% |