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 | $173,649 | $84,233+106.2% | $170,442+1.9% | $70,131+147.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 5.55% | 23.06%-17.5pp | 205.93%-200.4pp | 73.14%-67.6pp |
| Employer contribution / active EE | $4,893 | $3,387+44.5% | $5,433-9.9% | $2,342+108.9% |
| Participant deferral / active EE | $3,720 | $3,086+20.5% | $4,939-24.7% | $3,332+11.6% |
| Admin fee / account holder | $102,226 | $5,698+1694.1% | $13,880+636.5% | $4,645+2100.6% |