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 | $175,496 | $91,190+92.5% | $178,490-1.7% | $79,858+119.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 8.11% | 24.19%-16.1pp | 151.07%-143.0pp | 31.71%-23.6pp |
| Employer contribution / active EE | $7,757 | $3,256+138.3% | $5,011+54.8% | $2,471+213.9% |
| Participant deferral / active EE | $5,160 | $3,236+59.5% | $5,202-0.8% | $3,740+38.0% |
| Admin fee / account holder | $12,316 | $6,751+82.4% | $13,984-11.9% | $5,306+132.1% |