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 | $163,873 | $51,638+217.4% | $68,368+139.7% | $82,448+98.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 12.02% | 37.53%-25.5pp | 292.57%-280.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $10,242 | $2,047+400.5% | $2,649+286.7% | $2,551+301.5% |
| Participant deferral / active EE | $7,988 | $2,914+174.2% | $4,123+93.8% | $4,139+93.0% |
| Admin fee / account holder | $22,676 | $4,643+388.4% | $5,150+340.3% | $7,234+213.5% |